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Custom Date Reminder Workflow Trigger

The Custom Date Reminder Workflow Trigger in Stack is a powerful tool designed to automate reminders and notifications based on specific dates, such as anniversaries, subscription renewals, or event reminders. This feature ensures timely follow-ups, enhancing customer experience and operational efficiency.

Table of Contents​

What is the Custom Date Reminder Workflow Trigger?​

The Custom Date Reminder Workflow Trigger activates a workflow on a specific date set within a custom field in your CRM. It's perfect for automating tasks that depend on custom dates, such as sending reminders before or after key dates like birthdays or contract renewals. You can tailor this trigger with filters to control its activation.

Key Benefits​

  • Improves Customer Engagement: Ensures timely communication by sending reminders or follow-ups based on relevant dates.
  • Highly Customizable: Add filters to specify triggers for exact dates, days before or after the custom date, and even specific months.
  • Supports Compliance and Proactivity: Helps businesses stay proactive in client relationship management, like contract renewals or service reminders.
  • Reduces Manual Workload: Automates repetitive tasks, saving time and reducing the risk of missing critical dates.

Configuring the Trigger​

Learn how to select the right custom date fields, configure filters like "After Number of Days" or "Day Is," and define actions tailored to your business needs. This section guides you through setting up the trigger to activate precisely on specified dates, streamlining reminders, follow-ups, and other date-driven tasks.

  1. Go to the Automation section.
  2. Select + Create New Workflow.
  3. Choose Start from Scratch to build a new workflow or Select a Template to customize existing ones. To add this trigger to an existing workflow, locate and select the desired workflow for editing.

Add a New Workflow Trigger​

  1. Click Add New Trigger.
  2. Select Custom Date Reminder from the available options.

Naming a Workflow Trigger​

Assign a clear and descriptive name to your trigger for easy identification. This helps keep your workflows organized and simplifies locating specific triggers for future updates.

Adding Filters​

Use the Add Filters button to open a list of available filters that can be added to your trigger.

  • Match on Year Along with Day and Month: Ensures the trigger activates only when the year in the custom date field matches the current year. Useful for annual reminders or time-sensitive follow-ups.
  • Custom Date Field Filter: Choose specific custom date fields that will activate the workflow. This ensures the workflow is tied to a date field with critical, time-sensitive information.

Advanced Filters​

  • After Number of Days: Set the trigger to activate a specific number of days after the custom date.
  • Before Number of Days: Configure the workflow to activate a certain number of days before the custom date.
  • Has Tag: Narrow down the trigger’s activation to contacts with a specific tag in the CRM.
  • Day Is: Specify an exact day (e.g., Monday) for the workflow to trigger.
  • Month Is: Define the workflow activation for a particular month (e.g., June).

Save and Publish the Workflow​

Remember to save your progress while building a workflow to avoid losing adjustments. Once complete, toggle the workflow from Draft to Publish to activate it.

Frequently Asked Questions​

Q: How do I set up reminders for multiple dates using this trigger?
Set up multiple workflows for different custom date fields, each triggering a unique reminder. Ensure each workflow is properly named and configured to avoid confusion.

Q: Can I trigger reminders before and after the custom date simultaneously?
Yes, you can set up two separate triggers—one for reminders before the date and another for reminders after the date within the same workflow.

Q: What happens if the custom date field is empty for a contact?
The trigger will not activate for contacts without a value in the custom date field. Ensure all relevant contacts have dates set in their custom fields.

Q: Can I use this trigger to send recurring annual reminders?
Yes, enable the Match on the year along with the day and month option to ensure the trigger fires every year on the same date.

Q: How can I ensure the trigger only activates for specific contacts?
Use filters like Has Tag or Business Niche to narrow down the trigger to specific groups of contacts.