Date Match Follow

The Date Match trigger activates a flow when a specific date field in a record matches a defined date.

Topics Covered:

• How to Configure Date Match Trigger
• Practical Example

How to Configure Date Match Trigger

• While creating the Trigger Based Flows select Date Match trigger.

After selecting the Date Match trigger, you'll need to configure the block by entering the following details:

• Name: Provide a clear and descriptive name for the trigger to identify its purpose within the flow.

• Description: Write a brief explanation of what the trigger does and its role in the flow, helping to clarify its function and impact.

• Triggering Module: Choose the specific module where the date field is located and where the trigger will be applied.

• Select Date Field: Specify the date field in the record that the trigger will monitor for a match.

• Execution Cycle: Define how often the trigger should check for the date match.

• Date of Execution: Set the specific date or date range that the trigger will use to match against the selected date field.

• Execution Time: Specify the time of day when the trigger should execute its actions.

• Time Zone: Select the time zone in which the date and time should be interpreted to ensure accurate timing.

• Use Contact's Timezone: Choose whether to use the contact’s time zone for the trigger, if applicable, to align with their local time.

• Click Save to save the information.

Practical Example

Here, we are managing a subscription-based service, and we want to send a renewal reminder email to customers a week before their subscription expires.

With this setup, every day, the system will check for subscriptions that are set to expire in one week. When a match is found, customers will receive a timely reminder, helping to improve renewal rates and customer satisfaction.