Last updated: April 21, 2021
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.
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.
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.
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.
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.
After you turn your workflow on, you can view the workflow history to monitor the records that are enrolled.
Set workflow enrollment triggers to automatically enroll records into your workflow when they meet specific...
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After creating your workflow and setting your enrollment triggers, choose the actions for your workflow....