Can you allow contacts to enter a workflow before the selected date?
Yes. Drag and drop the date-field trigger to the canvas and click Select Date. Choose to use a custom date or a specific date. Specify the time contacts can enter the workflow. You can enable the Allow contacts to enter before selected date button and specify the number of days before which the contacts can start entering the workflow and click Apply.
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How to create a workflow?
A Workflow is an automation tool that lets you create unique processes based on your business requirements. With workflows you can create various paths your customers can take based on set conditions in each process. In Zoho Campaigns, we offer six ...
How to add Enter a Segment trigger?
To configure the enter a segment trigger, follow the steps below: 1. From the navigation toolbar, select Automation and click Workflows. 2. Click Create Workflow from the top-right corner and select a workflow template. 3. From the left panel, drag ...
Can you choose specific contacts to enter your workflow with date-field trigger?
Yes, you can drag and drop the date-field trigger to the canvas and click Select Date. Choose to use a custom date or a specific date. Specify the time contacts can enter the workflow. Enable the Set criteria for contacts to enter the ...
Can contacts re-enroll into the workflow while using the date-field trigger?
Yes contacts can re-enroll into your workflows. Click the Settings icon on top of your canvas and enable the re-enrolment of contacts option and select date-field trigger. However, no contacts can re-enroll into a workflow twice on the same day when ...
What is the Enter a segment trigger?
You can create a workflow for any contacts who've entered a specific segment using this trigger. You can also decide which contacts can enter the workflow by allowing only new contacts or only existing contacts or both new and existing contacts to ...