Standard Segments: Annual Occasions

  • Updated on Jul 30, 2025
  • Published on Sep 19, 2022
  • 1 minute(s) read
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The Annual Occasions segment targets users based on annual events such as birthdays, anniversaries, or other recurring dates. For example, you can send birthday or anniversary emails or SMS messages to show appreciation and strengthen relationships with your contacts.

You can segment users either by ignoring the year to make it annual or by filtering for an exact year if needed.

Requirements

To use the Annual Occasions segment:

  • At least one user must have the relevant date attribute (e.g., birthday) filled in the correct format

  • Select the Date Attribute from default or custom attributes

Available operators

  • is exactly

  • is on

  • is in the

  • in between

  • is empty

  • is not empty

Available Time Ranges

  • today

  • tomorrow

  • this month

  • ago

  • later

When you choose the ago or later option, you enter a value in days, weeks, or months.

Example Use Case

If a user's birthday is August 19:

  • Today operator → User enters the journey on August 19

  • This month operator → User enters the journey on August 1