Last updated: October 19, 2021
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.
Please note: this article walks through creating Specific date or Contact date property contact-based workflows. Learn how to create standard, or Blank contact-based workflows.
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.
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:
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.
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.
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