Workflow Trigger: Custom Date Reminder

In this article, you will learn how to set up a custom date reminder workflow trigger, and an example of what it can be used for

1. Select the “Add New Workflow Trigger” button.

• This will pull up a list of trigger selections on the screen's right-hand side.

1. Scroll down until you see the section called “Contact.”

• Select the “Custom Date Reminder”

 

1. Find/Create the custom date field list within their profile

• Please Note: you have to add a filter for the workflow to function

To create a custom date field

1. Click on the “Settings” icon
2. Scroll down to the Other Settings area and select “Custom Fields.”
3. You will see a “+ Add Field” button.

 

A box will appear, giving you the option to choose your Custom Field

• • Under choosing options, select “Date Picker.”

• Now click the blue “Next” button.

1. Make sure both the Object and Group are selected

• Once done, click the green “Save” button

 

1. Next, return to the Automation section and select the previous workflow trigger.
2. Click the blue “Add filters” button

• Now in the Standard Fields tab, select the new “Custom Date Field” we just created

• This will now give you the option to select the “Custom Date” filter

• Please Note: you can change the name of the workflow trigger. This typically helps keep everything organized and easier to understand

• Click the green “Save Trigger” button on the bottom right

• For Example: in this situation, the custom date reminder is called “Subscription Ends” (See Below)

1. Press Save in the top right corner of your browser to save the workflow

• If your workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish
• Be sure to test your workflow and set it up correctly using the Test Workflow button next to the Publish toggle switch. 
  • For an in-depth overview of Workflow Testing, see our article, “Using the Testing Features in Workflows.”

Your workflow to go with the Custom Date Reminder Workflow Trigger.