The Set Event Start Date action allows you to define a specific day, date, and time for an event to commence. This guide walks you through the Set Event Start Date action, explaining its purpose and how to configure it effectively for your needs.
How to Set Event Start Date #
The Set Event Start Date workflow action gives you the ability to define the exact timing for the commencement of an event. This is especially useful when paired with Wait steps, as it keeps contacts on hold until the predefined day, date, or time—ensuring effective communication and better coordination, especially for time-sensitive events.
In a workflow, add your preferred trigger, then click the “+” to search and add the “Set Event Start Date” action.
Action Type #
The Action Type provides different options and use cases within the Event Start Date. Here you can select from a Custom field, a Specific date/time, or a Specific day.
Custom Field #
When using the Custom Field option, select a custom value or contact that will serve as the Event Start Date. By clicking on the tag icon, you can also select a custom field that is either a date or a text type field from the Select Custom Fields option.
Specific Date/Time #
The Specific Date/Time option allows you to manually choose an exact date and time for your event. This is ideal for fixed events, such as webinars, appointments, or promotional launches. With this setup, you can also incorporate Wait steps to hold contacts until the specified moment.
Specific Day #
The Specific Day option lets you set an event based on recurring days, such as specific weekdays or days of the month.
- Current Day of the Month: Select specific days of the month, such as the 15th or the last day. This is great for monthly billing reminders or progress reports.
- Current Day of the Week: Choose from options like Monday–Friday or select a particular day, such as every Monday. This is useful for recurring weekly meetings or follow-ups.
The Set Event Start Date workflow action is an essential tool for organizing time-sensitive tasks and ensuring your workflows run efficiently. Whether you’re using custom fields for dynamic scheduling, fixed dates for specific events, or recurring days for ongoing tasks, this feature lets you tailor your workflows to meet your business goals.
Frequently Asked Questions #
What does the Set Event Start Date action do? #
It defines a specific day, date, or time for an event to start within a workflow, which is especially useful for time-sensitive automations.
How is the Event Start Date action commonly used? #
It is frequently paired with Wait steps so contacts are held until the predefined day, date, or time before the workflow continues.
What action types are available? #
You can choose a Custom Field, a Specific Date/Time, or a Specific Day.
When should I use the Custom Field option? #
Use it when the event date should come from a custom value or a date/text custom field on the contact, allowing dynamic, per-contact scheduling.
What is the difference between Specific Date/Time and Specific Day? #
Specific Date/Time sets one fixed moment, ideal for one-off events, while Specific Day sets recurring days of the week or month for ongoing tasks.
Can I use this for recurring monthly reminders? #
Yes. Use the Current Day of the Month option to target days like the 15th or the last day of the month for things like billing reminders or progress reports.
