Workflows

Create 'Center on a date' or 'Center on a date property' contact-based workflows

Last updated: March 1, 2019

Applies to:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise

Create Center on a date or Center on a date property contact-based workflows to center your workflow actions on a calendar date or contact date property. This allows you to schedule and execute workflow actions relative to a specific date.

Please note: this article walks through creating Center on a date or Center on a date property contact-based workflows. Learn how to create standard, or Start from scratch contact-based workflows.

  • In your HubSpot account, navigate to Automation > Workflows.
  • In the upper right, click Create workflow.
  • In the left panel, select Contact-based as your workflow type.
  • In the right panel, under Choose type, select Center on a date or Center on a date property. Learn more about contact-based workflow types.
    • If you select Center on a date, click the Date of event dropdown menu and select the date the workflow actions will revolve around.
    • If you select Center on a date property, click the Contact date property dropdown menu and select the contact date property the workflow actions will revolve around.
  • Click the pencil icon edit to give your workflow a name, then click Create workflow.

  • If you want the workflow actions to recur annually based on the date or date property, click the This workflow is centered on the date/property box.
    • In the right panel, select the Recur annually checkbox. This will cause the workflow to ignore the year in the selected date or contact date property. For example, this can be used to execute workflow actions for a contact based on their renewal date or birthday every year.

      Please note: the default contact property Date of birth is linked to the ads tool and has a single-line text field type which cannot be modified. To create a workflow centered around a contact's birthday, create a custom contact property (e.g., Birthdate) with a Date picker field type.

    • Click Save.

  • In the workflow editor, click Set enrollment triggers.
  • In the right panel, select if the workflow should be triggered Automatically or Manually. Learn more about manually enrolling objects into workflows.
    • If you select Automatically, select your trigger criteria. Learn more about setting enrollment triggers in workflows
    • By default, contacts will only be enrolled in a workflow the first time they meet the enrollment triggers. To enable re-enrollment, click Change re-enrollment options. Learn more about adding re-enrollment triggers to workflows.
    • By default, contacts will only be enrolled in the workflow if they meet the enrollment triggers after the workflow is turned on. To enroll existing contacts who meet the enrollment triggers, select the Enroll contacts who already meet these criteria checkbox.
  • Click Save.

  • Any actions in the workflow are relative to the selected date or contact date property value. To set date and time the next action will execute, click the Do the next action on... box.
  • In the right panel, click the When will the next action execute? dropdown menu and select a date or if the action will execute beforeon, or after the contact date property. Click the Time of day to execute dropdown menu and select a time.
  • Click Save.

Please note: the Do the next action on... delay cannot be deleted as it is used to schedule the first workflow action based on the selected date or date property.

  • Set up the details of the action, then click Save.
  • Click the plus icon + to add more workflow actions.

  • If your workflow actions include sending a marketing email to enrolled contacts, it's recommended to set a workflow goal to measure their engagement with your content and success of your workflow. Learn more about using goals in contact-based workflows.
    • In the upper left, click goal Set goal.
    • In the dialog box, select your goal criteria. When you're done, click Save.
  • Next, click the Settings tab. Here, you can manage your workflow settings, such as selecting what days of the week you want actions to execute, or adding a suppression list to the workflow. Learn more about managing contact-based workflow settings.
  • In the upper right, click Review.

  • Review your workflow settings, then click Turn on.
  • A dialog box will appear informing you that the workflow has been turned on.