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- The Date Match trigger activates a flow when a specific date field in a record matches a defined date.
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How to Configure Date Match Trigger
While creating the Trigger Based Flows select Date Match trigger.
After selecting the Date Match trigger, you’ll need to configure the block by entering the following details:
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Name: Provide a clear and descriptive name for the trigger to identify its purpose within the flow.
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Description: Write a brief explanation of what the trigger does and its role in the flow, helping to clarify its function and impact.
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Triggering Module: Choose the specific module where the date field is located and where the trigger will be applied.
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Select Date Field: Specify the date field in the record that the trigger will monitor for a match.
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Execution Cycle: Define how often the trigger should check for the date match.
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Date of Execution: Set the specific date or date range that the trigger will use to match against the selected date field.
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Execution Time: Specify the time of day when the trigger should execute its actions.
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Time Zone: Select the time zone in which the date and time should be interpreted to ensure accurate timing.
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**Use Contact’s Timezone:**Choose whether to use the contact’s time zone for the trigger, if applicable, to align with their local time.Click Save to save the information.
Practical Example
Here, we are managing a subscription-based service, and we want to send a renewal reminder email to customers a week before their subscription expires.
With this setup, every day, the system will check for subscriptions that are set to expire in one week. When a match is found, customers will receive a timely reminder, helping to improve renewal rates and customer satisfaction.