Set up a custom date reminder workflow trigger
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
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Select the “Add New Trigger” button
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This will pull up a list of selections of triggers on the right-hand side of the screen
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Scroll down until you see the section called, “Contact”
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Select the “Custom Date Reminder”
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Find/Create the custom date field list within their profile
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Please Note: you have to add a filter for the workflow to function
To create a custom date field
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Click on the “Settings” icon
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Scroll down to the Other Settings area and select “Custom Fields”
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You will see a “+ Add Field” button
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A box will appear giving you the option to choose your Custom Field
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Under choosing options, select “Date Picker”
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Now click the blue “Next” button
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Make sure both the Object and Group are selected
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Once done click the green “Save” button
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Next, go back to the Automation section and select the previous workflow trigger
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Click the blue “Add filters” button
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Now in the Standard Fields tab select the new “Custom Date Field” we just created
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This will now give you the option to select the “Custom Date” filter
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Please Note: you can change the name of the workflow trigger, this typically helps keep everything organized and easier to understand
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Click the blue “Save Trigger” button on the bottom right
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For Example: in this situation, the custom date reminder is called, “Subscription Ends” (See Below)
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Press Save in the top right corner of your browser to save the workflow
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If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish
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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.
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For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”
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Now your workflow is set up and ready to go with the Custom Date Reminder Workflow Trigger.