Filter to show contacts turning a certain age

Here's how to find contacts turning a certain age in an upcoming month:

• Click on “CRM” in the navigation bar to pull up the full list.
• Select "Add a filter" under “Filter” in the upper right.
• In the dialog that appears, choose "Birthday" "is between" and enter then choose the desired timeframe. For example, choose "Month" and "Next month" to see all birthdays in the upcoming month.
• Apply the filter to view all of the contacts with a birthday in the selected timeframe.
• Next, select "Add another filter" under “Filter” in the upper right.
• In the dialog that appears, choose "Age" "is" and then enter the desired age.
• The second filter will be applied on top of the first to narrow your results further, giving you a list of everyone who is currently your entered age, with a birthday in the upcoming month.
• Want to save your filters for easier access? Learn how to save a view here.
• Need to find everyone turning 65 in the next three months? Learn more here.

If you want to automatically send an email to a contact once they turn a certain age, consider using our integration partner Tarvent to manage that:

• Tarvent is an email marketing tool that is tightly integrated with LACRM's groups and pipelines. You can learn more about the integration here.
• You can sync the Birthday field in LACRM over to Tarvent, and use their automated Journeys tool to send emails to someone when they turn a specific age.
• Additionally, Tarvent can let you segment out your recipients who click on a link or otherwise engage with your email to manage a more detailed follow-up process with them.