If there are no Workflows, start with Building a Workflow. Otherwise, select your desired workflow, select + Add Trigger and select Individual-Date Field.

The person term for this trigger will reflect what is listed in your Terminology settings of the database, default settings will show Individuals. 

Once inside of the trigger, you may build out the logic for your Workflow. 

Select a Group or Groups that you would like to add an individual from. Choose the event that the workflow will trigger off of and choose whether it is an anniversary or not. This tells the system that this event happens annually, which in turn will trigger the actions annually. Finally, set the logic for the time based In the Future or In the Past. 

Example: I would like to send a card to someone in my Members group whose birthday is coming up in 1 week.

Step 1: Build Your Flow

Step 2: Assign your Action and Build it Out. 

Use the action type(s) that best fits your context and the overall goal you are looking to accomplish. You can send an email, send a text, assign an admin message or assign an interaction like what has been done in this example. 

Example: I would like to perform background checks every two years on my volunteers serving in areas with kids. I would also like the workflow to alert the pastor of that ministry and the admin to perform the background check.

Step 1: Build Your Flow

Step 2: Assign Your Action and Build it Out

Use the action type(s) that best fits your context and the overall goal you are looking to accomplish. 

Additional Step-by-Step Information:

Updated January 27, 2023 19:56