TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Event Start Date action in the workflow allows you to set a…
Assistants need to reach this page over the internet. While it is only running on your machine, these two buttons will not be able to load it.
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
The Event Start Date action in the workflow allows you to set a specific date and time to trigger Wait events or other future actions. It ensures that subsequent events are based on a specific time or day, enhancing control over the timing of follow-up actions.
Action Name
Event Start Date
Action Description
The Event Start Date action sets a specific date, time, or a custom field value as the reference point for subsequent workflow actions, particularly Wait events. This action ensures that actions are paused or triggered based on the set event time, making it useful for automating follow-ups, reminders, or other scheduled tasks.
Action Details
Specific Day
Specific Day (image 1 of 4)What this shows The Event Start Date action sets a specific date, time, or a custom field value as the reference point for subsequent workflow actions…What this showsIllustrates the "Specific Day" section of "Workflow Action - Event Start Date".This screenshot appears in the "Specific Day" section of "Workflow Action - Event Start Date". The text alongside this image reads: The Event Start Date action sets a specific date, time, or a custom field value as the reference point for subsequent workflow actions, particularly Wait events. This action ensures that actions are paused or triggered based on the set event time, making it useful for automating follow-ups…. Immediately after, the guide continues: Action Name: Enter a name that describes this action, e.g., "Event Start Time for Webinar". Type: Choose from the following options: Select Custom Field (only visible for Custom Field type): Choose the relevant custom field that stores….Image 1 of 4What this coversThe Event Start Date action sets a specific date, time, or a custom field value as the reference point for subsequent workflow actions, particularly Wait events. This action ensures that actions are paused or triggered based on the set event time, making it useful for automating follow-ups, reminders, or other scheduled tasks.Next stepAction Name: Enter a name that describes this action, e.g., "Event Start Time for Webinar". Type: Choose from the following options: Select Custom Field (only visible for Custom Field type): Choose the relevant custom field that stores the date. Select Date (only visible for Specific Date/Time type): Pick a date and time from the calendar picker. Current Day of Month/Week (only visible for Specific Day type): Select whether the event starts based on the current day of the month or the current day of the week.Specific Day (image 2 of 4)What this shows The Event Start Date action sets a specific date, time, or a custom field value as the reference point for subsequent workflow actions…What this showsIllustrates the "Specific Day" section of "Workflow Action - Event Start Date".This screenshot appears in the "Specific Day" section of "Workflow Action - Event Start Date". The text alongside this image reads: The Event Start Date action sets a specific date, time, or a custom field value as the reference point for subsequent workflow actions, particularly Wait events. This action ensures that actions are paused or triggered based on the set event time, making it useful for automating follow-ups…. Immediately after, the guide continues: Action Name: Enter a name that describes this action, e.g., "Event Start Time for Webinar". Type: Choose from the following options: Select Custom Field (only visible for Custom Field type): Choose the relevant custom field that stores….Image 2 of 4What this coversThe Event Start Date action sets a specific date, time, or a custom field value as the reference point for subsequent workflow actions, particularly Wait events. This action ensures that actions are paused or triggered based on the set event time, making it useful for automating follow-ups, reminders, or other scheduled tasks.Next stepAction Name: Enter a name that describes this action, e.g., "Event Start Time for Webinar". Type: Choose from the following options: Select Custom Field (only visible for Custom Field type): Choose the relevant custom field that stores the date. Select Date (only visible for Specific Date/Time type): Pick a date and time from the calendar picker. Current Day of Month/Week (only visible for Specific Day type): Select whether the event starts based on the current day of the month or the current day of the week.
Custom FieldCustom Field (image 3 of 4)What this shows The Event Start Date action sets a specific date, time, or a custom field value as the reference point for subsequent workflow actions…What this showsIllustrates the "Custom Field" section of "Workflow Action - Event Start Date".This screenshot appears in the "Custom Field" section of "Workflow Action - Event Start Date". The text alongside this image reads: The Event Start Date action sets a specific date, time, or a custom field value as the reference point for subsequent workflow actions, particularly Wait events. This action ensures that actions are paused or triggered based on the set event time, making it useful for automating follow-ups…. Immediately after, the guide continues: Action Name: Enter a name that describes this action, e.g., "Event Start Time for Webinar". Type: Choose from the following options: Select Custom Field (only visible for Custom Field type): Choose the relevant custom field that stores….Image 3 of 4What this coversThe Event Start Date action sets a specific date, time, or a custom field value as the reference point for subsequent workflow actions, particularly Wait events. This action ensures that actions are paused or triggered based on the set event time, making it useful for automating follow-ups, reminders, or other scheduled tasks.Next stepAction Name: Enter a name that describes this action, e.g., "Event Start Time for Webinar". Type: Choose from the following options: Select Custom Field (only visible for Custom Field type): Choose the relevant custom field that stores the date. Select Date (only visible for Specific Date/Time type): Pick a date and time from the calendar picker. Current Day of Month/Week (only visible for Specific Day type): Select whether the event starts based on the current day of the month or the current day of the week.
Specific Date and Time
Specific Date and Time (image 4 of 4)What this shows The Event Start Date action sets a specific date, time, or a custom field value as the reference point for subsequent workflow actions…What this showsIllustrates the "Specific Date and Time" section of "Workflow Action - Event Start Date".This screenshot appears in the "Specific Date and Time" section of "Workflow Action - Event Start Date". For context, this section explains: The Event Start Date action sets a specific date, time, or a custom field value as the reference point for subsequent workflow actions, particularly Wait events. This action ensures that actions are paused or triggered based on the set event time, making it useful for automating follow-ups…. Immediately after, the guide continues: Action Name: Enter a name that describes this action, e.g., "Event Start Time for Webinar". Type: Choose from the following options: Select Custom Field (only visible for Custom Field type): Choose the relevant custom field that stores….Image 4 of 4Next stepAction Name: Enter a name that describes this action, e.g., "Event Start Time for Webinar". Type: Choose from the following options: Select Custom Field (only visible for Custom Field type): Choose the relevant custom field that stores the date. Select Date (only visible for Specific Date/Time type): Pick a date and time from the calendar picker. Current Day of Month/Week (only visible for Specific Day type): Select whether the event starts based on the current day of the month or the current day of the week.
How to Configure:
Action Name: Enter a name that describes this action, e.g., "Event Start Time for Webinar".
Type: Choose from the following options:
Specific Day: Select if you want to set a specific recurring day (e.g., day of the month or day of the week).
Specific Date/Time: Use this when you want to set an exact date and time (e.g., Sept 14, 2024, 10:30 AM).
Custom Field: This pulls the date from a custom field (e.g., a field capturing "Event Registration Date").
Select Custom Field (only visible for Custom Field type): Choose the relevant custom field that stores the date.
Select Date (only visible for Specific Date/Time type): Pick a date and time from the calendar picker.
Current Day of Month/Week (only visible for Specific Day type): Select whether the event starts based on the current day of the month or the current day of the week.
Field Details:
Field Name
Description
Mandatory
Action Name
The label or title for the action in your workflow.
Yes
Type
Choose between Specific Day, Specific Date/Time, or Custom Field.
Yes
Select Custom Field
This field appears if Custom Field type is selected. It picks a custom date field.
No
Select Date
This field appears if Specific Date/Time type is selected. Select the date from a calendar picker.
No
Current Day of Month/Week
This appears if Specific Day type is selected, allowing you to choose day or week-based triggers.
Yes
Example
Type: Specific Date/Time
Use Case: If you want to trigger a follow-up email one week after an event that was scheduled on a particular date.
Example Setup: Select the date September 14, 2024 to mark the event start. The workflow will use this as the reference point for all subsequent timed actions.
Type: Custom Field
Use Case: You want to set a follow-up action based on a custom date field like "Event Registration Date".
Example Setup: The workflow pulls the date from the custom field Event Registration Date to trigger subsequent actions like reminder emails or task assignments based on that date.
Type: Specific Day
Use Case: For recurring events or tasks, you want to automate actions based on the current day of the week or month.
Example Setup: Select "Current Day of Month" to set recurring reminders every first of the month.
Additional Notes
Date Format: Ensure the date and time are in the correct format (e.g., MM-DD-YYYY HH). This prevents errors in workflow timing.
Use Cases: Perfect for automating reminders, follow-ups, or any action that is contingent on a specific date.
Triggering: Combine this action with Wait events to hold contacts until a specific date or time before proceeding to the next action.
