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78
Date-field trigger
Completed
K
Kalo Yankulov

Trigger a Flow on a specific date, for instance: the person's Birthday date.

Comments
S
Slav Ivanov
Sep 1, 2021
Set the status to
Completed
2
S
Slav Ivanov
Aug 24, 2021
Set the status to
In progress
1
A
Alain Pilon
Jul 5, 2021

Any update?

0
J
Jan Tejano
Jun 26, 2021

Is there any update on this? This is really important to us

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M
Mario Kempter
Jun 5, 2021

HEY FOLKS! I HAVE A WORKAROUND!!!

EDIT: While the solution below worked when I tried it with a few dummy contacts (different birth dates) it did not work on my full contact list. Seems as if the DATE filter is broken. Less than 1 day ago triggered also on 2021-02-11... It's definitely NOT less than one day ago! It's MORE than one day ago... What a shame

Let's say you have a birthday field with the type DATE
If you enter 30.02.1992 (DD.MM.YYYY)
It will save in the following format: 1992-30-02T00:00:00.000Z
We now can use LIQUID TAGS date option to format it!

  1. I made an additional field called "birthday_this_year" with the type DATE

The field type DATE is important or our filter won't work

  1. I made a flow that changes the field value of "birthday_this_year" to
    {{ "now" | date: "%Y" }}-{{ person.birthday | date: "%m-%dT%H:%M:00.000Z" }}

The first curly-braces-part asks for the current year and the part after that takes the birth-month and birth-day from your birthday-field

  1. I checked if it works - You should see the exact same date as in birthday but with the current year attached to it

So if the birthday was 30.02.1992 in my example, the birthday_this_year now has the value 30.02.2021

  1. I made a flow that checks every subscriber if the field "birthday_this_year" is LESS THAN 1 DAY AGO

"0" days won't work but "1" day is okay, as it is under 24 hours then.

  1. If YES I then flow to SEND EMAIL, if NO it flows to WAIT 1 DAY and back.
    If the SEND MAIL was triggered I head over to a new CHANGE FIELD with the code
    {{ "now" | date: "%Y" | plus: 1 }}-{{ person.Geburtstag | date: "%m-%dT%H:%M:00.000Z" }} for getting next years' birthday date. Then I add an WAIT for 365 days and then I check the date again (step 4)

Feel free to tinker around with it - maybe you post your personal solution (maybe even better) here :)?

0
M
Mario Kempter
Jun 1, 2021

This is URGENT!

We need that also for triggering mails 3 months before the license ends.
This is kind of basic in competitors!!!

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M
Mirela Pascu
May 28, 2021

is this comming in short time or not? cause it is a very important issue.

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C
Chris Shaw
May 28, 2021

Being able to trigger emails before as well as after would be perfect, i.e sending a follow up email for an appointment 2 weeks after the scheduled appointment date.

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A
Alain Pilon
May 24, 2021

Any ETA on this?

0
L
Larry Mengerink
Apr 25, 2021

birthday, anniversary, specific day of the month

0
B
boogiedownbronx
Apr 22, 2021

Ability to send on a specific date.
Ability to send on a date +/- a set amount of time. (Time = mins,hours,days).

Why minutes and hours? This can help with the illusion of a real person responding, and X number of days can be too long sometimes.

Also, I’ve seen offers that say (for example, by Frank Kern), you have an hour to get something and if the hour passes, it triggers that the link in the email reroutes the person to “offer no longer available”... (Which reminds me, we need expiring links for emails. I’ll add that request.)

Kartra automation added expiring links, and links based on tags.

1
M
mjkucheravy
Apr 20, 2021

a must for nurturing relationships with clients.

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M
Moses Ogunsanya
Apr 14, 2021

This would be a great addition, please hasten the activation

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F
Faith Jhung
Apr 7, 2021

Birthday/Anniversary triggers would be so much valuable for me

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S
Sartec Partners
Apr 1, 2021

+1 need to send emails/follows on certain dates / holidays / birthdays, etc.

1
I
info
Mar 27, 2021

Please implement this! Huge market gain, I can think of many scienrios I might use this with our in house application.

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J
Jan Tejano
Mar 27, 2021

+1 Automation will not be automation without date field trigger

1
S
SNHC
Mar 27, 2021

And the ability to trigger x days before a date. Useful for upcoming subscription reminders, etc.

1
A
Anil
Mar 27, 2021

If Encharge makes this happen, you will be way ahead of some of the "Big Dogs" out there. Guaranteed!

1
J
Jan Tejano
Mar 26, 2021

Yes, this is so important

0
K
Kalo Yankulov
Mar 15, 2021
Set the status to
Under review
0