As stated in the subject line I am trying to schedule an automation to run every day at 1pm. This seems like a no-brainer but I cannot seem to find the right trigger.
Any Suggestions?
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Here’s how I set this up:
- Create a date-based custom field. Call it something like “{{ automation name }} last run”
- Choose a date based automation start trigger that is set to run one day after the custom field.
- As the first action in the automation, choose update contact, choose the custom field, and update the date to right now.
- Do the rest of your automation.
- Go to your contacts and bulk edit the custom field “{{ automation name }} last run” to be ~right now, or a time in the future.
This will run the automation approximately every day, unless you stop updating the custom field.
P.S. The reason things are setup this way is rather boring, but we have an open feature request to change things.
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That is quite the work-around but I’ve got it programmed up and we’ll see how it does. I am using this to query a webhook in my application that returns a contact’s trial status(Active Trial, Expired, Paid, Cancelled). I then use AC automation to update deal stage and drip automation accordingly.
Thanks for the quick response!
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Of course!
A better option for a SaaS product would be to use Event Tracking to fire plan upgrade/downgrade events like you outlined. That way you can take action in near real time instead of waiting until 3am.
Start the automation and place a “wait until 1 pm” after the start. Run whatever you want run at that time then have a “wait 5 min” after everything. Then, for the last action in the automation is a goto action that you have goto the start, the “wait until 1 pm.”
I have an automation that sends me an email every Friday at 4pm. This is how it’s set up. Except it waits until Friday at 4pm.
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Thanks for this idea! The previous option is working well but if I can drop a custom field I’ll do it! Trying your approach now.
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