You may want to use this to send a message prior to the employee's birthday, or send follow up emails to a prospective student after a recruitment event.
It is important to note that when creating a date-based wait condition, “plus” translates to “X amount of days BEFORE the date stored in your custom date field” while “minus” means “X amount of days AFTER the date stored in your custom date field.”
For example, an event is scheduled for August 11th. In my automation, I want to send:
- a reminder 7 days before the event
- a reminder the day of the event
- a follow up email the day after the event
This is the wait condition I would set up for the 7-day reminder:
When a contact reaches that wait until step, they will queue there until August 4th because August 4th (current date) plus 7 is August 11th (webinar date).
This is the wait condition I would set up for the day-of reminder:
And this is the wait condition I would set up for the 1-day follow up:
When a contact reaches that wait step, they will queue there until August 12th because August 12th (current date) minus 1 is August 11th (webinar date).