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

Author

Ali Asif

Date

July 19, 2024

Implementation Steps

We used the Customer database already there, so that data remains at one place and is easy to access.
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)
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.

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"))

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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 ⭕️", ""))))

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