Workflow Action: Event Start Date

Overview

The Event Start Date action in Stack workflows lets you set a specific date and time to trigger wait events or other future actions. This feature helps you ensure that follow-up actions occur precisely when you want them to, based on a specific time or day.

Action Name

Event Start Date

Action Description

The Event Start Date action is designed to set a specific date, time, or a custom field value as the reference point for subsequent workflow actions, especially for wait events. This is particularly useful for automating follow-ups, reminders, or other scheduled tasks, ensuring that actions are paused or triggered based on the set event time.

Action Details

Options for Configuration

• Specific Day: Set a recurring day, like a specific day of the month or week.
• Specific Date/Time: Choose an exact date and time, such as September 14, 2024, at 10:30 AM.
• Custom Field: Use a date from a custom field, such as one capturing "Event Registration Date".

How to Configure

1. Action Name: Enter a descriptive name for this action, e.g., "Event Start Time for Webinar".
2. Type: Choose from the following:
   • Specific Day: For recurring days.
   • Specific Date/Time: For an exact date and time.
   • Custom Field: To pull the date from a custom field.
3. Select Custom Field: (Visible only if Custom Field type is selected) Choose the custom field containing the date.
4. Select Date: (Visible only if Specific Date/Time type is selected) Pick a date and time using the calendar picker.
5. Current Day of Month/Week: (Visible only if Specific Day type is selected) Choose whether the event starts based on the current day of the month or 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	Appears if Custom Field type is selected. It picks a custom date field.	No
Select Date	Appears if Specific Date/Time type is selected. Select the date from a calendar picker.	No
Current Day of Month/Week	Appears if Specific Day type is selected, allowing day or week-based triggers.	Yes

Example Use Cases

• Type: Specific Date/Time
  Use Case: Trigger a follow-up email one week after an event scheduled on a particular date.
  Example Setup: Select September 14, 2024, as the event start. The workflow uses this as the reference for subsequent timed actions.

• Type: Custom Field
  Use Case: 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 to trigger actions like reminder emails based on that date.

• Type: Specific Day
  Use Case: Automate actions for recurring events or tasks 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) to prevent errors in workflow timing.
• Use Cases: Ideal for automating reminders, follow-ups, or any action dependent on a specific date.
• Triggering: Combine this action with wait events to hold contacts until a specific date or time before moving to the next action.