Workflow Date renewals

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New Contributor

I am looking for a way to create a workflow from a property based on a date. I have seen the post from 2017 which the person created a workflow based on a "less than 11 days ago" but I can't seem to duplicate the "less than" option. We created a single line property of a certification date and I am looking to setup a workflow to automatically send an email with the renewal option 30 days prior to the the expiration date listed in their record and then again at the 7 days prior to their expiration date email.

 

Thank you,

Jenn

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HubSpot Employee

Hi @Cattel001,

 

Welcome to the Community! Thank you for posting.

 

It sounds like your goal is to use a workflow to send an email 30 days before the date defined in a custom property. Then, you want to send another email 7 days before the same date.

 

Property Type

To create a workflow based on a date property, the property must be a date picker property. This process is not possible with a single-line text property, because the date is not recognized in a single-line text property.

 

Marketing Emails

Create the 30 day email and 7 day email and save them for automation.

 

Workflow

Create a workflow to send the emails on the desired days. To do this, you can: 

  • Create a Contact-based workflow.
  • In the workflow editor, click Set enrollment triggers.
  • In the right panel, select Contact for the filter type.
  • Use the dropdown to select Expiration date.
  • Select is greater than 29 days away.
  • Click Update filter.
  • In your filter criteria, select AND.
  • Use the dropdown to select Expiration date.
  • Select the is less than 31 days away.
  • Click Update filter.

Screen Shot 2020-07-20 at 9.07.24 PM.png

Once the enrollment criteria is defined, add an action to send the 30 day email.

  • Click the plus icon + to add a workflow action.
  • In the right panel, select send email. Select the 30 day email.
  • Click Save.

To send the 7 day email, add a delay sot the email is sent 7 days before the date in the Expiration date property.

  • Click the plus icon + to add a workflow action.
  • In the right panel, select a delay for a set amount of time. Add a 22 day delay.
  • Click the plus icon + to add a workflow action.
  • In the right panel, select send email. Select the 7 day email.
  • Click Save.

Screen Shot 2020-07-20 at 9.33.16 PM.png

I hope this helps! Let me know if you have any questions!

 

Thanks,

Melinda | (She/Her)

Customer Support Specialist