There are five available trigger types when using automation: signup, custom API event, field change, link click and date-based. A date-based event triggers based on a date stored in a contact's record: birthday, anniversary, appointment date, etc.
Choose the date that you want to use in your trigger event.
Choose whether you want to trigger the workflow every year on the anniversary of this date or only on this exact date, including year.
- If you choose every year, this trigger event will fire annually based on the month and day in this field. (Note: Recurring date-based triggers must have a valid past year in the date value).
- If you choose only on this exact date, this trigger event will fire only on the exact date in this field, including year. Recipients will only enter this workflow once, even if the date in that field changes (Note: We plan to introduce the option to allow recipients to enter the same workflow multiple times in the future.)
- Date-based automated workflows will fire at midnight PST on the day that is set in the workflow. So, your contacts living in the central timezone will receive their automated birthday emails at 2:00 am on their birthday. Happy birthday!
How to use the automation workflow builder