Setting up reminder emails to send on a specific date in a workflow

[Aakins81]

Hi,

I would like to set my workflow up to send some reminder emails on specific dates, but I can not figure this out. Is the avaliable to do in HubSpot? 

[mspeth]

Hi @Aakins81 I think we are looking for the same thing - have you finally be able to figure out your workflow around an event/webinar? Thanks, Markus

[KTownsend]

Hi!

When you create a workflow, choose the “centre on a date” option and specify the date you would like, for example the date of a specific event like a webinar.

Now, you can add in a date for the next action to occur, such as a reminder of email, under the “delay schedule and timing” option in your new workflow.

Next, add a new action. To set up an a reminder email for yourself, you can select “send internal email notification”, which will send on the specific date you have chosen. You can also choose a marketing email (“send internal marketing email”) or even an external email (“send email”) to go out on the date you have specified.

Hope this helps!

Katie Townsend - Inbound Executive at BBD Boom

[himanshurauthan]

Hi @Aakins81,

There are 2 options you can try to meet your requirements -

1. https://knowledge.hubspot.com/workflows/create-center-on-a-date-or-center-on-a-date-property-contact...
   
   
2. https://knowledge.hubspot.com/workflows/choose-your-workflow-actions#delay-until-a-day-or-time

Thanks,
Himanshu 😁