I have a form submission that goes into the workflow. Depending on what the person’s birthday is would depend on where in the workflow they would fall. I am having issues getting this to work. Any ideas/tips?
Hi @CAmburn,
Could you share more context about the workflow? What are the actions, is it possible for you to share a screenshot?
If not, could you explain the if/then rule you’re trying to apply. For example, if someone’s birthday is Jan 1, what should happen, versus someone having their birthday on Jul 31?
One option might be date-based workflow, another the “Jump to action” action – but it really depends on what exactly you’re trying to achieve.
Best regards
Hello!
So it is a workflow for our customer’s pets for a “puppy club”. They would put in there pet’s birthday and we would send them monthly emails and milestones. For example, someone would get a puppy at three months we want to start them at the three month emails. Or if someone gets a puppy at six months, we would want them to get the six month emails. I hope this helps!
Hi @CAmburn,
I would probably approach this slightly differently. You could create a today’s date property first. This would then allow you to calculate the age of the puppy in a calculation property. This will give you the age of the puppy in days or months, depending on how you set it up.
Instead of setting up one big workflow, I would set up workflows for each month, probably.
Workflow 1: Month 1
Enrollment criteria: Age property is between 30 and 59
Actions: Send emails + [after 30 days] enroll all puppies into workflow 2
Workflow 2: Month 2
Enrollment criteria: Age property is between 60 and 99
Actions: Send emails + [after 30 days] enroll all puppies into workflow 3
… and so on.
Let me know if that would work and if you have any questions!