The Set Event Start Date action allows you to define a specific day, date, and time for an event to commence. This guide will walk you through the Set Event Start Date action, explaining its purpose and how to configure it effectively for your needs.
The Set Event Start Date workflow action provides users with the ability to define the exact timing for the commencement of an event. This is especially useful when paired with Wait steps, as it keeps contacts on hold until the predefined day, date, or time. This ensures effective communication and better coordination, especially for time-sensitive events.
In a workflow, add your preferred trigger, then click the “+” to search and add the Set Event Start Date action.
The Action Type provides different options and use cases within the Event Start Date. Here you can select from a Custom field, a Specific date/time, or a Specific day.
When using the Custom Field option, users can select a custom value or contact that will serve as the Event Start Date. By clicking on the tag icon, users can also select a custom field that is either in date or text type fields from the Select Custom Fields option.
The Specific Date/Time option allows you to manually choose an exact date and time for your event. This is ideal for fixed events, such as webinars, appointments, or promotional launches.
With this setup, you can also incorporate Wait steps to hold contacts until the specified moment.
The Specific Day option lets you set an event based on recurring days, such as specific weekdays or days of the month.
Current Day of the Month: Select specific days of the month, such as the 15th or the last day. This is great for monthly billing reminders or progress reports.
Current Day of the Week: Choose from options like Monday-Friday or select a particular day, such as every Monday. This is useful for recurring weekly meetings or follow-ups.
The Set Event Start Date workflow action is an essential tool for organizing time-sensitive tasks and ensuring your workflows run efficiently. Whether you're using custom fields for dynamic scheduling, fixed dates for specific events, or recurring days for ongoing tasks, this feature allows you to tailor your workflows to meet your business goals. With the right setup, your workflows will keep you ahead of schedule and your contacts engaged at every step.
