Workflow Trigger - Custom Date Remimder

Modified on: Wed, 21 Aug, 2024 at 11:06 AM

TABLE OF CONTENTS

Overview
Trigger Name
Trigger Description
How to Configure
Example

Overview

The "Custom Date Reminder" trigger initiates a workflow based on a custom date field. This is particularly useful for sending reminders or follow-ups based on specific dates relevant to the contact, such as contract renewal dates, anniversaries, or scheduled events.

Trigger Name

Custom Date Reminder

Trigger Description

fires when..

It fires based on the Custom date that is set.
For this trigger, Custom Date Field is mandatory . All the Custom Dates available in the location are shown in the dropdown.

The "Custom Date Reminder" trigger activates a workflow when a specified custom date field matches the current date. Filters can be applied to target specific conditions, such as matching phrases in custom fields, ensuring the workflow is initiated for relevant contacts.

How to Configure

Step-by-Step Guide

Navigate to Workflow Triggers: Access the automation or workflow settings in your platform.
Choose a Workflow Trigger: Select "Custom Date Reminder" from the list of available triggers.
Name Your Trigger: Enter a descriptive name for the trigger, such as "Custom Date Reminder."
Set Up Filters (Optional): Add filters to specify conditions for the trigger, such as exact match phrases in custom fields.

Configuration Table

Value	Description	Mandatory
Workflow Trigger	Select "Custom Date Reminder" from the dropdown.	Yes
Workflow Trigger Name	Enter a name for your trigger, e.g., "Custom Date Reminder."	Yes
After Number of Days	It fires X days after the provided Custom Date. For example if number is given as 2, it fires 2 days after the custom date.	No
Before Number of Days	It fires X days before the provided Custom Date. For example if number is given as 2, it fires 2 days before the custom date.	No
Day Is	It fires if the Day given matches to the Calculated Day (calculated using the before/after values and the current day)	No
Month Is	It fires if the Month given matches to the Calculated Month (calculated using the before/after values and the current Month)	No
Match on the year along with the day and month	Will make sure it only fires when the Current Year matches the Custom Date Field's Year	No

Example

Contract Renewal Reminder

Scenario: A business wants to send automated reminders to clients about their contract renewal dates to ensure timely renewals and maintain customer relationships.

Trigger Setup:

Trigger: Custom Date Reminder
Name: Contract Renewal Reminder
Filters:
- Business Niche: Exact Match Phrase (e.g., "IT Services")
- Match on the year along with the day and month: Enabled

Workflow Actions:

Reminder Email: Send an automated email to the client reminding them of the upcoming contract renewal date.
Internal Notification: Notify the account manager about the upcoming renewal to ensure they are prepared to discuss terms with the client.

Outcome: This automation ensures that clients receive timely reminders about their contract renewals, helping to maintain strong customer relationships and avoid lapses in service.