Utilizing the "Update Contact Field" Action for Date Type Fields

in Gymini

Introduction

In Gymini, the "Update Contact Field" action offers a versatile tool for managing date type fields in your workflows. This action allows you to update date fields with custom dates, the current date, or a specific date, facilitating dynamic and personalized workflows. This guide will walk you through the different options available for updating date type fields and how to use them effectively in your workflows.

Options for Updating Date Type Fields

Understanding the various options available for updating date type fields can help you tailor your workflows to meet specific needs. Let's delve into each option:

Custom Date

With this option, you can update a date field using custom values or fields. The recommended formats for entering custom dates are:

• MM-DD-YYYY: For instance, 12-21-2021.

• DD-MMM-YYYY: For instance, 21-OCT-2021

Current Date

This option allows you to update a date field with the current date, helping you to track real-time events and interactions in your workflows.

Specific Date

Utilize this option to update a date field with a specific date that you select, enabling you to set fixed dates for certain actions or milestones in your workflows.

Implementing the "Update Contact Field" Action for Date Type Fields in Your Workflows

To use the "Update Contact Field" action for date type fields effectively, follow these steps:

1. Access the Workflow Builder: Navigate to the Workflow Builder in your Gymini account.

2. Create or Edit a Workflow: Begin creating a new workflow or edit an existing one.

3. Add the "Update Contact Field" Action: Incorporate this action into your workflow at the point where you want to update a date type field.

4. Select the Date Type Field: Choose the date type field you wish to update from the available options.

5. Choose the Update Option: Select one of the update options (Custom Date, Current Date, or Specific Date) and define the necessary parameters:

   • For Custom Date: Enter the date in one of the recommended formats.

   • For Current Date: The system will automatically use the current date.

   • For Specific Date: Select the specific date you want to use.

6. Save and Test Your Workflow: After setting up the action, save your workflow and run tests to ensure it operates as intended.

Conclusion

The "Update Contact Field" action for date type fields in Gymini's Workflow Builder is a powerful tool that enhances the dynamism and personalization of your workflows. By understanding how to use the different update options effectively, you can create workflows that are more responsive and tailored to your marketing strategies.