Automation Criteria: time before or time since a custom date
If you use Date fields you can create automations that detect the following:
whether that contact’s date matches a specific date
the amount of time that has passed since that date - e.g. to send a survey to someone who graduated your programme 12 months ago
the amount of time that there is until that date
Steps
Select Create in the top menu → choose Automation: Contacts
Choose your project
In the Automation Criteria
pick the date
choose the operator
then enter the details - e.g. the amount of time before today
Then add the automation actions that are relevant and press Save