How To Create a Custom Date Trigger

NOTE: Depreciated feature no new update required

You may want to create a custom date trigger to use for a custom holiday campaign or another specific date action you want to fire off in . Follow this tutorial to learn how to create and use the custom date trigger. (For an overall understanding of Triggers, check out our “How Triggers Work” tutorial.)

Step 1: Define an Audience. 

The trigger you’ll create momentarily will require a trigger or some other “defined audience” in order to fire off appropriately. The easiest way to do this is to apply a tag to your contacts. For this example, we’re creating a custom date trigger for New Years. Perhaps you want to send a “Happy New Year” communication to your entire database. You’d want to ensure every contact in has a general tag.

• Create a general tag such as “Database” or “General” (in our example we use “test”.)
• Add this tag to your contacts.
  • You can bulk-add the tag using the Bulk Actions in your Contact section, you can create a trigger to add it to contacts in a specific campaign that applies to all contacts, or you can set a best-practice to add the tag during an import of any new contacts into .

Step 2: Create the Custom Date Trigger

• Navigate to Triggers
• Create a New Trigger

• For Part 1, choose Custom Date Reminder.
• Define filters for Month Is and Day Is. Choose a month and day. In this example, we’re using December 31, for a “Happy New Years” type campaign or message.
• Add the Has Tag filter, and choose a tag.
  • NOTE: you must define a specific audience using a tag or custom field. If you just choose a month/day the trigger will not fire. will assume NO ONE instead of EVERYONE without a particular audience defined.
• Fill out Part 2, and choose the action to fire off, such as adding contacts to a campaign or sending an email or SMS.
• Save the Trigger.
• Change the dropdown from “Draft” to “Activate” to start using your trigger.