Use a contact's custom date field in automation logic?

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1

Doesn’t seem like ActiveCampaign can do this, but feels like you should be able to.

An example use-case

I have a field for appointment booked.

Let’s say I put them into an automation so they always receive 3 reminders.

But it doesn’t seem like i can even have the simple logic of, “Wait until the date is X days before the date on their profile”.

The alternative, when they book I can use a tool like Zapier to calculate the date that is 10 days before (let’s say the sequence is over 10 days), save that to their profile and then use the date-based trigger.

And then I use standard “Wait X days” to space the reminders.

But what if they book less than 10 days away…

I can’t for example have a goal that will just jump them to the last reminder for example.

Am I just overlooking something?

And it seems really in-efficient to add 3 custom fields for “Reminder Date 1”, “Reminder Date 2”, etc, and then I calculate each of those dates and have X number of separate automations

2

Hi @gavinwiener ,
As long as your custom fields are date field, (not Datetime) you can do this using the Wait condition.
Simply select the “Wait until specific conditions are met” option and then build the condition to point to your custom date field.
Here is a link to a help article that goes into more detail about setting the conditions:

I hope it helps.

With kind regards,

Giles Magee
Zephi Limited

3

Ah interesting! Yeah it’s a datetime so that’s probably why.

Never seen that before.

Feels like this type of useful info is buried and you’d never know unless you go deep into the articles and docs.