Workflow Action: Set Event Start Date

The "Set Event Start Date" action in Advisor's Growth allows you to automate tasks around a specific date and time. After setting the Event Start Date, subsequent actions in the workflow can be timed to trigger either before or after that date. This functionality is ideal for managing event reminders—whether for online webinars, conferences, or in-person gatherings—and for scheduling follow-up tasks after the event, like sending a post-event email.

Steps to Use:

1. Add the Event Start Date Action

   • Navigate to Automations > Workflows in Advisor's Growth and select the workflow you want to edit.

   • Click the + button to add a new action.

   • Choose "Set Event Start Date" and customize the settings to fit your event.

2. Configure the Action

   • You can choose from options like Custom Field, Specific Date/Time, or Specific Day.

   • Based on your selection, provide the necessary date and time information, and click Save Action to add it to your workflow.

3. Note: If you're using the Custom Field option, ensure the field you choose matches the system's required format:

   • MM-DD-YYYY HH
     (e.g., 12-21-2021 08:30 AM)

   • DD-MMM-YYYY HH
     (e.g., 21-OCT-2021 08:30 AM)

4. Set Up the Wait Action

   • Add a Wait action in the workflow.

   • In the "Wait for" field, select Event/Appointment Time.

   • Configure the "Until" field to determine whether to trigger actions Before, After, or at the Exact Time of the event.

   • For example, setting it to "2" will trigger the next step 2 days before the Event Start Date.

   • If the event date has already passed, the workflow will skip to the next relevant step or action.

5. Save Your Workflow

   • Once everything is set up, ensure you save your workflow to apply the changes.

   • You can repeat this action within the same workflow, enabling you to manage multiple event dates and times.

FAQs:

1. Can I set multiple Event Start Dates in the same workflow?
   Yes, you can add several "Set Event Start Date" actions to manage different events within one workflow.

2. What happens if a contact enters the workflow after the Event Start Date has passed?
   The outcome depends on how the "Wait for Event/Appointment Time" is configured. They may skip steps or proceed to specific actions based on your settings.

3. Is it necessary to use a "Wait for Event/Appointment Time" action with the Event Start Date?
   While optional, the event start date is most useful when paired with a wait action to schedule the rest of the workflow around it.

4. How does respecting contact time zones affect the Event Start Date action?
   Advisor's Growth adjusts the event time based on each contact's time zone. If no time zone information is available, it defaults to your account's time zone.