How And When To Use The Event Start Date In Workflows | StrideSalesCRM.com
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Transcript
205 words[Music] [Music] how and when to use the event start date and workflows the event start date field will allow you to build automation around a set date and time once you have an event start date items in the workflow can be set in relation to that date and time using the before actions this can be useful for reminders for in-person and online events with set times for an entire group such as webinars conferences and more the first step is to set
The event start date in the workflow settings navigate into the particular workflow you'd like to edit click into the settings tab and enter an event start date [Music] make sure to save your changes [Music] step two is to set up the wait and appointments action add a wait action within the workflow use appointment time and set up the until section before x number of days whatever you'd like it to be if you set this to 5 for example it will wait
And send off the action 5 days before the scheduled event start date save to confirm any changes you've made please note this action is repeatable within the workflow that's all for now [Music] you
