Can't find the right Notion Template? We can create one for you. Let's Connect.
Notion Logo Join Notion !

Uncovering E Commerce OS for Notion - Part 2: Birthday Wish Management for Customer

Author
Ali Asif
Date
July 19, 2024
Tags
GuideTutorial
image

Customer Data is not the only thing needed, but also Customer Relationship is also very Important, especially for a SME s it gets loyalty, and a sense of attachment to the Brand. For this, Customer Birthday wish is often preferred, but the problem comes of remembering this data and keeping data accurately

To solve the problem in the best way, our team at Prodify created a proper way to track this.

Implementation Steps

  1. We used the Customer database already there, so that data remains at one place and is easy to access.
  2. Firstly for ease, we added a property named Birth date to Add the real birth date of customer with the correct year (This was used for Age Calculation too)
  3. Then we Calculated the Age of Customer using a formula:
    • For this, first we created a Formula Property named Age and then we added the Following Formula: dateBetween(now(), prop("Birth date"), "years")
    • This was simple dateBetween function used and at the end we added years to count the years from Birth date to now.
  4. Then we Calculated the next Birthday in the Next Birthday property
    • For this, we used the Following Notion Formula:
      • if(formatDate(dateAdd(prop("Birth date"), prop("Age"), "years"), "L") == formatDate(now(), "L"), dateAdd(prop("Birth date"), prop("Age"), "years"), dateAdd(prop("Birth date"), prop("Age") + 1, "years"))
      ‣
      Open this for Line-by-Line Explanation
  5. Finally, for reminder, we added a property Time Left to calculate.
    • For this, we used Following Notion Formula:
      • if(formatDate(prop("Next birthday"), "MMM DD, YYYY") == formatDate(now(), "MMM DD, YYYY"), "Today 🎁", if(dateBetween(prop("Next birthday"), now(), "days") > 0, format(dateBetween(prop("Next birthday"), now(), "days") + 1) + " Days Remaining", if(dateBetween(prop("Next birthday"), now(), "days") > -1, "Tomorrow 🔜", if(dateBetween(prop("Next birthday"), now(), "days") < 0, format(abs(dateBetween(prop("Next birthday"), now(), "days"))) + " In the past, check formula ⭕️", ""))))
      ‣
      Open this for Line-by-Line Explanation
  6. For using this properly, we created Gallery views for this on 2 places
    1. Home Page views
    2. The Customer Birthday Page
The Table view of this Database
The Table view of this Database
The Gallery view of Data at Home Page
The Gallery view of Data at Home Page

We hope this solution will benefit many SMEs and help them in Boosting their Business 🚀

Try our E-commerce OS Notion Template by Prodify today!

Frequently Asked Questions (FAQs)

Everything you need to know and beyond.

‣

About Prodify Notion Templates Collection

‣

Template Availability & Selection

‣

Template Usage & Support

image

We’re Prodify.

If you have any questions, feel free to email us at [email protected]. We would love to connect with you ❤️

Twitter Instagram LinkedIn