Personalized Date Alert

The Personalized Date Alert trigger activates your workflow on a predetermined date you’ve specified. This feature is ideal for setting up reminders for account reviews or upcoming meetings and events. To get started, select "Add New Workflow Trigger" and choose "Personalized Date Alert" from the dropdown menu under Workflow Trigger Options. Remember to apply a filter using the Custom Date Field, as the trigger will only activate if a date has already been entered into your CRM, such as for account reviews.

Applying Filters

Custom Date Field

By clicking on this filter, you can select the "Custom Date Field" in your CRM. You'll then be asked to specify how many days before or after this date you’d like the workflow to be triggered.

Post-Date Interval

The Post-Date Interval filter allows you to trigger a reminder after a certain number of days have passed since a customer’s review. This filter can also be used to send messages days after a customer’s birthday. Simply enter the number of days after the date you want the reminder to occur.

Pre-Date Interval

Using the Pre-Date Interval filter, you can send a notification a few days before a customer’s or team member’s birthday. For example, if a birthday is on August 3rd, you can set the reminder for August 2nd. This will trigger a notification on the 2nd, followed by a "Birthday SMS" the next day using the "Wait" action.

Exact Day

The Exact Day filter allows you to send a message on the specific date of a customer’s birthday, triggering the workflow on that exact date.

Specific Month

With the Specific Month filter, you can send birthday SMS messages to customers or team members once a month. Select the birth month and schedule a bulk message to all the celebrants for that month on a chosen day.

Assigned Tag

Choose a tag from the CRM, and when this tag is associated with a contact’s workflow, the workflow will only be triggered based on that particular tag.