Working With Automation Series: How Do I Create Automation Series Based On A Date?

Last Updated: Sep 03 2018 11:47 am UTC

With our platform, you can create automation series based on a date for events like Birthdays or license renewals, subscription expirations, etc.

Note: There has to be a field in the list with type “ date“. 

To create automation series go to Automation section. There you will see a blue button Create automation.

Then you will be redirected to automation builder where the first step is to choose a trigger. You need to choose “Based on a Date“ trigger. 

Then you need to add the title of automation series, the rest of the fields will be auto-filled for you.

You can also choose on which days email should be sent out. Then click Continue button.

Then you will be redirected to blueprint page where you choose one of three predefined templates or create automation series from scratch.

You can read more about predefined blueprints in support article “Which Automation Blueprint Series Should I Choose?“

Let's choose a blank one. And now you can see automation builder.

To start building click on “+“ icon. You will see a small pop-up with conditions to add email or SMS. As soon as you pick one, let's say email, a right-hand side settings will appear. 

There you will be able to add a subject line, create content and add additional settings if needed. 

By clicking on the “+“ again you will see more options like  IF, Random Split, Tag, Notify someone and End. You can read about these conditions in our support article “How To Use IF, Random Split, and Other Conditions?“

Add more conditions if necessary and when everything is completed click Start Automation to activate automation series.

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