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 workflow button. Select the criteria the contacts must meet to enter the workflow and click Apply.

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• What happens to contacts who've entered the workflow through a date field trigger in exit criteria?

  For date field trigger note that once the date field is changed then the contacts who've entered the workflow on the previous selected date will not be exited. For example, you specify a date, 25.12.2021 and certain contacts have entered the workflow ...

• 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 ...

• When can you use date-field trigger for custom date or specific date?

  Select the specific date field to trigger the workflow for specific events, webinars, renewals and likewise. Select the custom date field for customised dates, such as birthdays, anniversaries, and festivals.

• 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 ...

• 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 ...