Birthday Reports in BigContacts
Birthday reports in BigContacts help you keep track of upcoming birthdays, making it easy to personalize outreach and strengthen relationships with clients, prospects, or team members.
Benefits
- Automated Reminders: View all upcoming birthdays in one place without manually checking contact details.
- Custom Date Ranges: Filter birthdays for a specific timeframe to align with campaigns or personal outreach plans.
- Streamlined Communication: Quickly access relevant contact details to send greetings via email or calls.
Use Case
A customer success manager wants to acknowledge key clients’ birthdays in the next two weeks. Instead of checking each contact individually, they generate a Birthday Report to see all upcoming birthdays within the selected timeframe. They then use this list to schedule personalized messages.
How to Generate a Birthday Report
BigContacts offers a few options for generating Birthday Reports.
Standard Birthday Report (Next 30 Days)
- Go to the Reports tab in BigContacts.
- Under Standard Reports, select Birthday Report.
- View a list of all contacts with birthdays in the next 30 days.
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Custom Birthday Report (Specific Date Range)
- Navigate to Advanced Search in your BigContacts account.
- Select the Date Range filter.
- Choose the timeframe you want to review.
- Click Search to generate a custom birthday list.
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What’s Next?
Once you've generated your birthday report:
- Use the contact details to send a personalized email or greeting directly from BigContacts.
- Schedule a follow-up task or reminder to make sure no birthday gets missed.
- Export the report to share it with a colleague or coordinate outreach across your team.
Taking a few moments to acknowledge your contacts’ special days can go a long way toward building lasting relationships. With BigContacts, it only takes a couple of clicks to make it happen.