Workflows

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

Last updated: March 4, 2020

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.

Select workflow type

  • 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 allow the workflow to re-enroll contacts on the selected date each year. For example, this can be used to execute workflow actions for a contact based on their renewal date or birthday every year. You will not need to re-enroll the contact because they will be automatically re-enrolled every year on this date.

      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.

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, click Set enrollment triggers.
  • In the right panel, select a filter type for your enrollment trigger. Set up the criteria, then click Apply filter

    adding-workflow-enrollment-criteria
  • By default, contacts will only be enrolled in a workflow the first time they meet the enrollment triggers. To enable re-enrollment:
    • In the right sidebar, click the Re-enrollment tab.
    • Select the Allow re-enrollment checkbox.
    • Select the triggers that you want to use for re-enrollment. Learn more about adding re-enrollment triggers to workflows.
  • For Center on a date property workflows, add [center on a 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.
  • 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.

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.

date-centered-workflow-delay-schedule-and-timing
  • 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.

Add actions

  • In the right panel, select an action. Learn more about choosing your workflow actions.
  • Set up the details of the action, then click Save.
  • Click the plus icon + to add more workflow actions.

Manage settings

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. 

Learn more about managing your workflow settings.

Turn on your workflow

  • In the upper right, click Review.
  • 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, select No, only enroll [objects] which meet the trigger criteria after turning the workflow on.
    • To enroll existing records that meet the enrollment triggers, select Yes, enroll existing [objects] which meet the trigger criteria as of now
enrollment-existing
    • If you have a Marketing Hub StarterProfessional, 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.
workflow-review-contact-list
  • Review workflow settings, then click Turn on.
  • In the dialog box, click Yes, turn on.

After you turn your workflow on, you can view the workflow history to monitor the records that are enrolled.

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