Automations

JenaW

I have a few automations that are set up to notify 3 months or 4 months before a set date. But what if the date isn't 3 months out or 4 months out? Maybe it is 1 month out or 2 months out? will the automation still occur? how does this work? I still do want an automation.

John C Murray

It will depend on the conditions that are set in the automations. Please post a screenshot of that section of the automations so your question can be better understood

JenaW

@John C Murray

John C Murray

Hi Jena,

The automations will only fire on the date that is 90 days before the Tradeshow Date. So, if the tradeshow is scheduled for 1 Feb 2024 the triggers will only fire once - on 3 November 2023.

If you need the automations to fire (say) 60 days before then you would need to create some new automations. The easiest way to do that is to duplicate the existing automations, found under the vertical ellipsis on the right-hand side of the automation ribbon.

Give them new names, change the "90 days before" setting to "60 days before", and you're done.

Repeat the same process if you want automations to fire at 30 days before.

Paul H

You could add a helper column checkbox and use a formula like this

=IF(OR(NETDAYS(TODAY(), Date@row) = 30, NETDAYS(TODAY(), Date@row) = 60, NETDAYS(TODAY(), Date@row) = 90), 1, 0)

Now you change your automation to trigger whenever the checkbox is checked.