Send email within two weeks of X date

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

Is there a way to setup a trigger inside a workflow that sends an email within 2 weeks of a date? In the same vein, we don’t want to send an email to a customer if it is already within that two week window.

Thanks for your help.

2

Hi @mimidwest,

Yes, when you start from scratch with a contact-based workflow, you can center that workflow around a fixed date or a date stored in a contact property:

735×322 66.1 KB

By default, these workflows will skip actions that are already in the past, e.g. a contact meets the enrollment criteria for this workflow, the email is scheduled 2 weeks before this date but it’s only one way to go. The email is already one week in the past and will be skipped.

Let me know if that answers your question!