Workflow Action - Event Start Date

TABLE OF CONTENTS

• Overview
• Action Name
• Action Description
• Action Details
• Example

Overview

The Event Start Date action in the workflow allows you to set a specific date and time to trigger Wait events or other future actions. It ensures that subsequent events are based on a specific time or day, enhancing control over the timing of follow-up actions.

Action Name

Event Start Date

Action Description

The Event Start Date action sets a specific date, time, or a custom field value as the reference point for subsequent workflow actions, particularly Wait events. This action ensures that actions are paused or triggered based on the set event time, making it useful for automating follow-ups, reminders, or other scheduled tasks.

Action Details

Specific Day

Custom Field

Specific Date and Time

How to Configure:

1. Action Name: Enter a name that describes this action, e.g., "Event Start Time for Webinar".
2. Type: Choose from the following options:
   • Specific Day: Select if you want to set a specific recurring day (e.g., day of the month or day of the week).
   • Specific Date/Time: Use this when you want to set an exact date and time (e.g., Sept 14, 2024, 10:30 AM).
   • Custom Field: This pulls the date from a custom field (e.g., a field capturing "Event Registration Date").
3. Select Custom Field (only visible for Custom Field type): Choose the relevant custom field that stores the date.
4. Select Date (only visible for Specific Date/Time type): Pick a date and time from the calendar picker.
5. Current Day of Month/Week (only visible for Specific Day type): Select whether the event starts based on the current day of the month or the current day of the week.

Field Details:

Example

• Type: Specific Date/Time

  • Use Case: If you want to trigger a follow-up email one week after an event that was scheduled on a particular date.
  • Example Setup: Select the date September 14, 2024 to mark the event start. The workflow will use this as the reference point for all subsequent timed actions.

• Type: Custom Field

  • Use Case: You want to set a follow-up action based on a custom date field like "Event Registration Date".
  • Example Setup: The workflow pulls the date from the custom field Event Registration Date to trigger subsequent actions like reminder emails or task assignments based on that date.

• Type: Specific Day

  • Use Case: For recurring events or tasks, you want to automate actions based on the current day of the week or month.
  • Example Setup: Select "Current Day of Month" to set recurring reminders every first of the month.

Additional Notes

• Date Format: Ensure the date and time are in the correct format (e.g., MM-DD-YYYY HH). This prevents errors in workflow timing.
• Use Cases: Perfect for automating reminders, follow-ups, or any action that is contingent on a specific date.
• Triggering: Combine this action with Wait events to hold contacts until a specific date or time before proceeding to the next action.