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Date based Trigger
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== Step-by-Step Instructions == To set up a date-based trigger in your automation, follow these detailed steps: 1. **Select the Date Field**: Choose a specific date field associated with your contacts. This could be a custom field that you created for events like birthdays or anniversaries. 2. **Choose Trigger Timing**: Decide on the timing for initiating the automation. You can start the automation before, on, or after the date specified in the contact's date field. 3. **Configure Trigger Options**: - Set conditions for whether you want the automation to trigger at a specific time or simply on the date. - Utilize the options available to ensure that the automation aligns with your intended workflow. 4. **Add Additional Actions**: Once the date-based trigger is set, consider how it integrates with other actions within your automation. You may want to include actions like sending emails or segmenting lists based on the triggered date. 5. **Save Your Changes**: Ensure to click the '''Save''' button to apply your changes before making the automation active again.
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