Skip to main content
Birthday Widget
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a year ago

This feature displays a list of your members arranged by contact group.

To see the Contact's birthdays list, go to the Dashboard.

On this Contact's Birthday, you will see the following:

  • Contact Groups

  • Leads

  • Members

  • Trials

  • Prospects

  • Past

  • Date Filter

  • Past 7 days

  • Today

  • Next 30 Days

To view a specific contact group, simply click the button. When you select Leads, the list will populate with all of the members.

Repeat the process with the other contact groups to see the other list.

To see the complete list of members, click the 30 Day Report button.

The Birthday Report list with a specific contact group will show you the following information:

  • Contact (First and Last Name)

  • Group

  • Birthdate

  • Age

You can export the birthday report to Excel if you want more information.

This is an example of the Birthday Report's exported excel file.

Did this answer your question?