Who This Is For / When to Use
Teams that need reminders for renewals, expirations, birthdays, anniversaries, or scheduled follow‑ups.
Accounts that want date‑based automation driven by contact‑level custom fields.
What the Custom Date Reminder Trigger Does
The Custom Date Reminder trigger enrolls a contact into a workflow based on a custom date field on the contact record. You can control when the workflow runs using date offsets (before or after), day/month constraints, tags, and optional year matching.
This trigger requires at least one filter to function.
Step 1: Open or Create a Workflow
Go to Automation in the left sidebar.
Select Workflows.
Create a new workflow or open an existing one.
In the builder, click Add New Trigger.
Step 2: Select the Custom Date Reminder Trigger
In the trigger picker, scroll to the Contact section.
Select Custom Date Reminder.
Step 3: Create a Custom Date Field (Required)
If you do not already have a custom date field, you must create one before the trigger will work.
Open Settings.
Navigate to Custom Fields.
Click + Add Field.
Choose Date Picker as the field type.
Select the appropriate Object and Group.
Click Save.
Step 4: Configure Trigger Filters
After selecting the trigger, click Add filters.
From Standard Fields, choose Custom Date Field.
Select the custom date field you created (for example, Policy Expiry Date).
Add at least one additional filter to control timing.
Available Date‑Based Filters
After no. of days – Run the workflow a set number of days after the date.
Before no. of days – Run the workflow a set number of days before the date.
Day is – Restrict execution to a specific day of the week.
Month is – Restrict execution to a specific month.
Has Tag – Only run for contacts with a specific tag.
Optional: Match on Year Along With Day and Month
Enable Match on the year along with the day and month if the workflow should only run when the year in the custom date matches the current year.
This is recommended for:
Subscription or policy expiration reminders
One‑time, year‑specific deadlines
Step 5: Save and Publish
Click Save Trigger.
Click Save in the top‑right corner of the workflow.
Toggle the workflow to Publish when ready.
Use Test Workflow to confirm correct behavior before going live.
Common Custom Date Field Examples
Birthday (MM/DD) – Annual greetings without year dependency.
Birthday (MM/DD/YYYY) – Age‑based workflows.
Policy Expiry Date – Renewal reminders.
Subscription End Date – Retention or upgrade workflows.
Proposed Appointment Date – Meeting reminders.
Common Issues and Fixes
Trigger does not fire
Confirm a custom date field is selected.
Ensure at least one timing filter (before/after/day/month) is applied.
Verify the contact record has a populated date value.
Workflow runs every year unintentionally
Enable Match on the year along with the day and month.
FAQs
What happens if the custom date field is empty?
The trigger will not enroll that contact.
Can I run reminders both before and after the same date?
Yes. Use multiple workflows or multiple triggers with different offsets.
Can I create recurring annual reminders?
Yes. Do not enable year matching and use day/month filters.
Can I limit this trigger to specific contacts?
Yes. Use filters such as Has Tag or other contact‑based conditions.
Can I test this trigger before publishing?
Yes. Use Test Workflow to simulate enrollment and actions.