Create Specific date or Contact 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.
If you select Specific date, click the Date of event dropdown menu and select the date the workflow actions will revolve around.
If you select Contact date property, click the Contact date property dropdown menu and select the contact date property the workflow actions will revolve around.
Click thepencil iconeditto give your workflow a name, then clickCreate workflow. You'll then be brought to the workflow editor.
Set enrollment criteria
When a contact meets the enrollment criteria, they'll automatically be enrolled. If you only want to enroll contacts manually, leave the enrollment trigger box blank.Learn more about manual enrollment.
In the workflow editor, clickSet up triggers.
In the right panel, select afilter typefor your enrollment trigger. Set up the criteria, then clickApply filter.
By default, contacts will only be enrolled in a workflow the firsttime they meet the enrollment triggers. To enable re-enrollment:
For Contact date property workflows, add [contact date property] is known as an enrollment trigger. Actions will only execute for contacts who have a value for the date property, so this enrollment criteria will ensure all contacts who enter the workflow can go through actions successfully.
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 Delay schedule and timing action.
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.
In the right panel, click the When will the next action execute? dropdown menu and select a date or if the action will execute before, on, or after the contact date property. Click the Time of day to execute dropdown menu and select a time.
Set the workflow to recur annually (optional)
By default, date-centered workflows won't recur annually. However, you can set the workflow to re-enroll contacts based on the selected date or date property each year. For example, use this option to automatically enroll contacts in the workflow 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 that 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.
To set the workflow to recur annually:
Click the Specify a date action.
In the right panel, click to select the Recur annually checkbox.
When setting a Contact date property workflow to recur annually, the workflow will use the day and month of the property value, ignoring the year. In other words, actions in annually recurring workflows will be scheduled relative to the day and month in the current year.
For example, you create a workflow centered on a contact's Became a customer date property. If the first action is scheduled to happen 300 days after that date, an enrolled contact will be scheduled based on the day and month of their Became a customer date property. Even if the contact became a customer on 1/20/2020, enrolling them in the workflow in 2021 will schedule the first action 300 days after 1/20/2021.
Click the Settings tab to manage the workflow's settings. On the General page, select days and times that you want actions to execute, enroll contacts from Salesforce, and associate campaigns with the workflow. On the Unenrollment and suppression page, set unenrollment and suppression criteria to automatically remove or exclude records from the workflow.
Choose to enroll records that currently meet the criteria or only enroll records that meet the criteria in the future:
To only enroll records that meet the enrollment triggers after the workflow is turned on, selectNo, only enroll [objects] which meet the trigger criteria after turning the workflow on.
To enroll existing records that meet the enrollment triggers, selectYes, enroll existing [objects] which meet the trigger criteria as of now.
If you have a Marketing HubStarter, Professional, or Enterprise account, in contact-based workflows you can view a static list of contacts that meet the criteria by clicking Use lists to see these contacts. The list will automatically be saved and can be accessed from your lists dashboard.