Workflows - Event Start Date Action

The Event Start Date field allows you to build automation around a specific date & time. Once you set the Event Start Date, the items in that workflow can be sent in relation to that day and time using the 'before' and ‘after’ actions. This is useful for sending out reminders for both in-person and online events with a set time for the entire group of leads (e.g webinars, conferences, etc.) Or, maybe you want to schedule something in the system to occur after the event, such as sending out a follow-up email.

Navigating Workflows

Search for the “Event Start Date” action, and click on it

In the event start date setup, you can select to choose an event based on a custom field, a specific date and time or a specific day. 

For the custom field you can select the contact's date of birth or any custom value with a date stored in it.

For a specific day, you can select a day of the current month or a day of the current week. You can also select a time for that day.

For Specific Date/Time you can choose any specific date and time for your event from the calendar.

Your event start time has been set, now we can use wait steps in relation to the date and time, set in the event start time action.

In setting up a wait step be sure to select the event/appointment time option

You can then select how the contact should wait and for how long. After the event date or before it. This allows to schedule the outbound reminders accordingly