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How can I customize the notification

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  • #16
    Thank you!

    But for a birthday (see. Screenshot), paragraphs 1 and 2 do not fit, 3 have no conditions, and that means 4?

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    • #17
      4. Means that workflow is supposed to be trigger by another workflow.
      3. Is to run with a specific period.

      Specify Scheduling with value
      0 7 * * *
      to create notifications every morning at 7:00am

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      • #18
        So, for a birthday, it is necessary to create two workflow:
        1) Sheduled - triggered once a day
        2) Sequental - depends on the previous one, checking if current day == birthday of Client

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        • #19
          No

          1. Create List Report that shows contacts who have a birthday today.
          2. Select this report in Scheduled Workflow.
          3. Add action to notify in workflow.

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          • #20
            Thank you!

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