Mailchimp Birthday and Anniversary Campaign

Overview

This flow runs every morning, finds Microsoft Dataverse loyalty contacts whose birthday or customer anniversary is today, writes Mailchimp personalization merge fields onto each member (which triggers a celebratory Mailchimp journey email, optionally with an offer code), logs every send to a Dataverse audit table, and emails the marketing team a daily summary.

Why it matters: Timely, personal birthday/anniversary touches build loyalty and consistently outperform generic sends. Driving them automatically from CRM date fields makes the gesture effortless, reliable, and fully audited.

Build status: Built via the FlowLibs API-first method. Ships Off (Stopped). Flow Checker: 0 errors (only the intentional "this flow is off" warning). All three connections bound and valid.

Use Case

Marketing and Customer Success want automatic birthday and anniversary emails sourced from CRM date fields, with personalization (first name, offer code) and an auditable record of every send, without anyone manually building a daily list.

Flow Architecture

Environment Variables

Connectors & Connections

Connector	API name	Actions used
Mailchimp	shared_mailchimp	updatemember_v2
Microsoft Dataverse	shared_commondataserviceforapps	ListRecords CreateRecord
Office 365 Outlook	shared_office365	SendEmailV2

Note — All connections are referenced as solution connection references; the flow is portable between environments as long as a connection is mapped at import time.

Customization Guide

Almost every realistic variant of this flow can be implemented by changing environment variable values. A few cases require small edits inside the flow definition — those are called out explicitly below.

Offer logic

Set the offer code per audience, or branch the offer by celebration type (a bigger reward for anniversaries).

Mailchimp journey

Build a Customer Journey in Mailchimp that starts when the CTYPE / merge fields change. This flow sets the data; the journey sends the actual creative.

Owner touch

On key accounts, add a branch that emails the account owner to send a personal note before the automated send.

Timezone

Change the Recurrence startTime (or add per-region runs) to land in the contact's local morning.

Consent

Extend the ListRecords $filter with a consent/contactability flag so only opted-in contacts are processed.

Key Expressions

The flow is intentionally light on Power Fx / WDL gymnastics — the heaviest expressions are the branch-name concatenation and the approval outcome check. They are listed below in the order they appear in the flow.

formatDateTime(utcNow(),'MM-dd')

concat('flowlibs_birthdaymonthday eq ''', variables('varTodayMonthDay'), ''' or flowlibs_anniversarymonthday eq ''', variables('varTodayMonthDay'), '''')

if(equals(items('Apply_to_each_Contact')?['flowlibs_birthdaymonthday'], variables('varTodayMonthDay')), 'Birthday', 'Anniversary')

json(concat('{"FNAME":"', coalesce(items('Apply_to_each_Contact')?['flowlibs_firstname'],''), '","OFFER":"', variables('varOfferCode'), '","CTYPE":"', outputs('Determine_Celebration_Type'), '"}'))

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