Workflow Trigger on a date field when it's 30 days from current date

Marketing & Content Hub Lists, Lead Scoring & Workflows
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1

I seem to be going round in circles with the help guides.

I want to create a workflow that sends an email, when a company based date field is in 30 days time from the current date to specific contact association.

The AI tool generated based on the date field having been changed and showing as 30 days from the current date - there won’t have been any changes to the date field - so this wouldn’t work.

Does anybody have any suggestions on what I should use as the trigger?

2

Hi @LisaSheppard

Can you rephrase or use some actual examples, as right now I am not fully understanding what it is you want to. Especially the part “from the current date to specific contact association” is confusing and not really clear what you mean by that.

Thanks

Frank

3

Hi @franksteiner79

I have a contact associated with a company, they have a specific association label of “champion” and within the company is a “renewal date”.

I want to create a workflow that sends out an email to the associated contact when the “renewal date” is 30 days from the current date.

So if the “renewal date” is on September 4th, I’d want that email to be heading out tomorrow.

I can’t see a way of setting the workflow trigger to be “renewal date” is 30 days from the current date"

Hopefully that makes a bit more sense?

4

That clears it up, thanks!

Is there only ever one contact associated as champion or multiple?

The trigger should be “is less than” X days from now, that will work for all renewal dates going forward. I assume these renewal dates get updated when the companies renew, then you will look at re-enrolment for the workflow as well.

Frank

5

Hi @LisaSheppard,

This can be achieved with a company-based workflow, if I understand you correctly.

  1. Create a workflow
  2. Select “Met filter criteria”
  3. Select “Skip trigger and choose eligible records”
  4. Select “Company”
  5. Click into the enrollment criteria
  6. Choose “Based on a schedule”

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  1. Click into the “Date” field and find the property you want to center the workflow around (you can then specify the “30 days before”)

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  1. Make sure to add at least one addition filter criterion, e.g. “[Date] is known”, otherwise the workflow won’t enroll records
  2. Add an action to send a marketing email to the associated contacts
    karstenkoehler_2-1754409325778.png
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If you don’t want this to be recurring, a simple “When filter criteria is met” → “[date] is less than 30 days from now” will suffice.

Let me know if you have any follow-up questions!

6

@karstenkoehler thank so much! I have spent so much time trying to get to this! Thanks for such a comprehensive reply!