Seeing how many guests have birthdays in a specific timeframe helps you plan outreach and birthday promotions. Birthday bookings can be high value, so timely engagement can lift revenue and strengthen guest relationships.
Solution
Use guest segments in Venue Manager to filter guests whose birthday falls within a selected timeframe (eg a month, the next 2 weeks). The segment results give you the count of matched guests, and you can export a CSV if you need the list for marketing.
Create a segment for guest birthdays
- From Venue Manager, go to Guests > Segmentation > Segments.
- Select Create new segment
- Enter a name for your segment.
- Select Add under Segment rules.
- Select Birthday from the Attribute dropdown menu.
- For past birthdays, select Is on specific dates from the drop-down menu, then select Between and set the desired date range. Repeat the rule for previous years if you want to include all birthdays in that month regardless of year.
- For future birthdays, select Is within the next from the drop-down menu, set the value (eg 2 weeks) and select the desired date range.
- Save your segment.
- Once results appear, select Export CSV.
- Download the file from your Notifications panel.