Automation Criteria: time before or time since a custom date

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

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Steps

  1. Select Create in the top menu → choose Automation: Contacts

  2. Choose your project

  3. In the Automation Criteria

    1. pick the date

    2. choose the operator

    3. then enter the details - e.g. the amount of time before today

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  4. Then add the automation actions that are relevant and press Save

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