I would like to design a workflow to send birthday wishes to my clients. I already activate the birthday field in the Contacts module: however, I cannot find in the "Process Definition" how to evaluate this field to send these emails. Any ideas?
I would like to design a workflow to send birthday wishes to my clients. I already activate the birthday field in the Contacts module: however, I cannot find in the "Process Definition" how to evaluate this field to send these emails. Any ideas?
Hi Alma, you should be able to do this using a Wait event:
Check out the documentation on Wait events for more details: Wait Events.
When the Wait event reaches the specified date, it will advance to the next element where you can send the appropriate email.
-Brenda
