1. Define Field: Make sure that your JangoMail Group has a field defined to store a person's date of birth. In the below screenshot, the field is called DOB.
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2. Set DOB values: Make sure your Group members have a "DOB" value set. Use a standard mm/dd/yy format, as shown below.
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3. Compose birthday email: Next, setup the email message that you wish to be sent on a person's birthday. Do this under the "Send Email" tab.
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4. Filter your Group: Finally, do a "filter" on the Group pulling out just the members whose birthday it is today. Use the exact syntax shown below in the WHERE box:
Month(CONVERT(datetime, DOB)) = Month(getdate()) AND Day(CONVERT(datetime, DOB)) = Day(getdate())
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4. Schedule and send: Finally, re-select the message you composed in step 2, put in the scheduling parameters, and hit Send. The scheduling parameters are set to send the email daily, at 3:01 PM, and a box is checked to re-query the Group every day, ensuring that every day, the email is sent to that day's birthdays, rather than the birthdays from the day we scheduled the email.
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5. Check your work: You can see the recurring scheduled email you've setup under My Options --> Recurring Schedules:
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