How to use "number of days before or after" wait steps in automations

With the plus/minus option in a wait condition, you can determine if a contact should move to the next step in an automation (or jump to/proceed through a goal) a certain number of days before or after a date stored in a custom date-based field for that contact.

You may want to use this to send a promotional code or coupon prior to a contact’s birthday, or send follow-up emails to a contact after an event date.

It is important to note that when creating a date-based wait condition:

  • “Plus” translates to “X amount of days BEFORE the date stored in your custom date field” 
  • “Minus” means “X amount of days AFTER the date stored in your custom date field”

For example, let’s say my contact has a webinar date of August 11th. In my automation, I want to send:

  • a reminder 7 days before their webinar date
  • a reminder the day of the webinar
  • a follow-up email the day after the webinar

This is the wait condition I would set up for the 7-day reminder:

plus_condition.jpg

When a contact reaches that Wait Until action, they will queue there until August 4th because August 4th (current date) plus 7 is August 11th (webinar date).

This is the wait condition I would set up for the day-of reminder:

And this is the wait condition I would set up for the 1-day follow-up:

minus_condition.jpg

When a contact reaches that Wait action, they will queue there until August 12th because August 12th (current date) minus 1 is August 11th (webinar date).

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