Workflow Trigger: Custom Date Reminder
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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
Select the “Add New Workflow Trigger” button
This will pull up a list of selections of triggers on the right-hand side of the screen
Scroll down until you see the section called, “Contact”
Select the “Custom Date Reminder”
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
Click on the “Settings” icon
Scroll down to the Other Settings area and select “Custom Fields”
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
Make sure both the Object and Group are selected
Once done click the green “Save” button
Next, go back to the Automation section and select the previous workflow trigger
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)
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 to make sure it is set 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”
Now your workflow is set up and ready to go with the Custom Date Reminder Workflow Trigger.