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You can either chase your dreams... or
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Hi, I'm Gary Maynard
I'm an Online Marketer/Coach offering the latest in marketing online. My passion is to train others to take advantage of the opportunities online by turning their passions into a passive income that will give them the ability to live life on their terms and escape the confines of a 9 to 5 job.
If you've ever wanted to learn marketing online...
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Are You Tired Of Selling Other Peoples Products?
What if you could start selling your own TODAY!?
So maybe you have a plan, and that plan involves building your own product and selling it online. Now what if you don't want to sell it until it is perfect? I mean, selling a bad product does kind of sully up your brand, and your brand is an important aspect of marketing online.
This is where many get stuck and finally give up.
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-And doing all this while you continue to work your 9-to-5 job!!!???
This can be overwhelming and confusing to most people, so you are not alone. And the constant pressure of wanting to show others you are not wasting your time on a pipe dream,
I mean, who wants to be known as a DREAMER?
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Workflow Trigger - Custom Date Reminder
Workflow Trigger - Custom Date Reminder
TABLE OF CONTENTS
Overview
Trigger Name
Trigger Description
How to Configure
Example
Overview
The "Custom Date Reminder" trigger initiates a workflow based on a custom date field. This is particularly useful for sending reminders or follow-ups based on specific dates relevant to the contact, such as contract renewal dates, anniversaries, or scheduled events.
Trigger Name
Custom Date Reminder
Trigger Description
fires when..
It fires based on the Custom date that is set.
For this trigger, Custom Date Field is mandatory . All the Custom Dates available in the location are shown in the dropdown.
The "Custom Date Reminder" trigger activates a workflow when a specified custom date field matches the current date. Filters can be applied to target specific conditions, such as matching phrases in custom fields, ensuring the workflow is initiated for relevant contacts.
How to Configure
Step-by-Step Guide
Navigate to Workflow Triggers: Access the automation or workflow settings in your platform.
Choose a Workflow Trigger: Select "Custom Date Reminder" from the list of available triggers.
Name Your Trigger: Enter a descriptive name for the trigger, such as "Custom Date Reminder."
Set Up Filters (Optional): Add filters to specify conditions for the trigger, such as exact match phrases in custom fields.
Configuration
Workflow Trigger - Select "Custom Date Reminder" from the dropdown.
Workflow Trigger Name - Enter a name for your trigger, e.g., "Custom Date Reminder."
After Number of Days - It fires X days after the provided Custom Date. For example if number is given as 2, it fires 2 days after the custom date. (If needed)
Before Number of Days - It fires X days before the provided Custom Date. For example if number is given as 2, it fires 2 days before the custom date.(If needed)
Day Is - It fires if the Day given matches to the Calculated Day (calculated using the before/after values and the current day) (If needed)
Month Is - It fires if the Month given matches to the Calculated Month (calculated using the before/after values and the current Month) (If needed)
Match on the year along with the day and month - Will make sure it only fires when the Current Year matches the Custom Date Field's Year. (If needed)
Example
Contract Renewal Reminder
Scenario: A business wants to send automated reminders to clients about their contract renewal dates to ensure timely renewals and maintain customer relationships.
Trigger Setup:
Trigger: Custom Date Reminder
Name: Contract Renewal Reminder
Filters:
Business Niche: Exact Match Phrase (e.g., "IT Services")
Match on the year along with the day and month: Enabled
Workflow Actions:
Reminder Email: Send an automated email to the client reminding them of the upcoming contract renewal date.
Internal Notification: Notify the account manager about the upcoming renewal to ensure they are prepared to discuss terms with the client.
Outcome: This automation ensures that clients receive timely reminders about their contract renewals, helping to maintain strong customer relationships and avoid lapses in service.
