Custom Dates & Birthdays

Client Birthday Reminders

Birthday Reminder Workflow

1. Go to Automation > Workflows and either create a new workflow or open an existing one.
2. Click Add New Trigger and select Birthday Reminders. In Filters, select when you want the workflow to run a number of days before the contact's birthday.
3. Click the + to add a new action to the workflow. Use the drop-down menu to choose one or more actions to occur, such as Send Email (to the client), Internal Notification (to remind staff), or Add Task (to send a card in the post).
4. Add any other required steps.
5. Toggle on Publish and press Save.

Cancellation Date

You may want to create a custom date trigger to fire off on a particular date, such as a membership cancellation date.

Create a Custom Field

1. Go to Settings > Custom Fields > + Custom Field.
2. Select Date and enter a field name, such as Cancellation Date, and placeholder.
3. Press Save.

Create a Cancellation Form

If you want members to fill in a form when they want to cancel, you could add this new custom field to a cancellation form. You can also create custom fields in the Form Builder.
Click here for information about creating forms.

Custom Date Workflow

1. Go to Automation > Workflows and either create a new workflow or open an existing one.
2. Click Add New Trigger and select Customer Date Reminder. Click Add Filters and choose Custom Date Field and select the cancellation date field.
3. Click the + to add a new action to the workflow. Use the drop-down menu to choose one or more actions to occur. For example, you might want to Remove a Tag (such as member) and Add a Tag (such as canceled) or you might want to Send an Email to the member to confirm their membership has ended.
4. Add any other required steps.
5. Toggle on Publish and press Save.