The entry point to a Marketing Automation flow called 'a contact meets a date criterion' is commonly used in cases where you want to send a communication such as a birthday greeting, a subscription anniversary message, or an appointment reminder.
To insert it into the flow, choose this option from the available entry points.
A settings window will open, allowing you to select:
- The contact list to which the date condition will apply
- When the entry point should trigger in relation to a specific event—choose between date of birth or subscription date
- How often the condition should be checked: daily, weekly, or monthly
- Which part of the date will trigger this entry point: day only, day and month, full date, or full date with time (hours and minutes)
Click “Add start” and you’ll see the entry point added to the flow.
Keep in mind that if a contact has completed the flow and later meets the entry condition again, the contact will re-enter the flow.
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