Using the Custom Date Reminder Workflow Trigger

What Is the Custom Date Reminder Workflow Trigger?

The Custom Date Reminder Workflow Trigger allows you to automate reminders and notifications based on specific dates stored in your CRM. This trigger can start a workflow before, on, or after a selected date field, making it ideal for sending timely follow-ups related to anniversaries, renewals, expirations, or other important events.

Key Benefits

• Improves Customer Engagement: Automate timely communications based on relevant dates.
• Highly Customizable: Add filters to trigger workflows on exact dates, days before or after, or even specific months.
• Supports Proactive Management: Stay ahead of critical dates like contract renewals or service reminders.
• Reduces Manual Effort: Automate repetitive date-based tasks, saving time and minimizing errors.

Configuring the Custom Date Reminder Trigger

Navigating to Workflow Builder

Go to the Automation section and select + Create New Workflow. You can choose to start from scratch or use a pre-built template. To edit an existing workflow, locate it and select it to enter edit mode.

Adding the Trigger

Click Add New Trigger and choose Custom Date Reminder from the list.

Naming the Trigger

Give your trigger a descriptive name to help you identify it later and keep your workflows organized.

Selecting a Date Field

The available date fields depend on your workflow type:

• Contact-Based Workflows: Use contact date fields or supported opportunity date fields.
• Custom Object-Based Workflows: Use date fields from the same custom object.
• Company-Based Workflows: Use date fields on the Company object.

Adding Filters

Click Add Filters to refine when the trigger activates.

Match on Year Along with Day and Month

Enable this option to ensure the trigger only runs when the year in the date field matches the current year. This is useful for annual reminders.

Custom Date Field Filter

Select the specific date field you want the trigger to evaluate. Examples include:

• Birthday: Month and day only, useful for annual celebrations.
• Birthday (MM/DD/YYYY): Full birth date including year, for age-based workflows.
• Policy Expiry Date: Tracks when a policy or subscription expires.
• Policy Purchase Date: Records when a policy was purchased.
• Proposed Appt Time: The date and time of a scheduled appointment.

Advanced Filters

• After Number of Days: Set the trigger to activate a specific number of days after the custom date.
• Before Number of Days: Set the trigger to activate a certain number of days before the custom date.
• Has Tag: Limit the trigger to contacts with a specific tag.

Frequently Asked Questions

What types of dates can I use with this trigger?

You can use any date field available for the workflow type, such as contact dates, opportunity dates, custom object dates, or company dates.

Can I trigger a workflow based on the year?

Yes, by enabling the Match on Year Along with Day and Month filter.

How do I set up a reminder a few days before a date?

Use the Before Number of Days filter and specify how many days in advance you want the trigger to activate.