Custom Date Field +reminder
I’m trying to set up reminders for when a client’s domain is due to expire (for sites I’ve built for them).
What I want to do is:
  • Store the domain expiry date in a custom field
  • Have a workflow that looks 7 days before that date
  • Then sends me (or the client) a text and an email so I can follow up about renewing
I believe I need to use a Custom Date Reminder trigger based on a “date only” custom field, but I can’t see any option to make the custom field date-only instead of date & time.
Has anyone done this before or can point me to the right settings/screenshots?
Thanks In advance xxx
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6 comments
Kay Benton
5
Custom Date Field +reminder
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