How to Use Custom Date Reminder | autoPatient

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How to Use Custom Date Reminder

This is on how to use custom date reminder trigger.

1. Select "Marketing"

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2. Select "Workflows"

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3. Select "Create Workflow"

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4. Select "Continue".

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5. Select "Custom Date Reminder"

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6. Click "Add filters"

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7. Select "Custom Date Field"

By applying this filter, you can narrow down the reminders in the Customer Relationship Management (CRM) system based on a specific day and month.

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8. Select "Has Tag"

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