How do I use rolling date windows in relation to date-based fields?

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A rolling date window is based on where the custom field date is in relation to the current day.

You can set up a wait condition so a contact moves forward a certain number of days before or after the date stored in their custom field.

This is often used to send a promotional code or coupon prior to a contact’s birthday or send follow-up emails after an event date, such as sending a birthday coupon seven days before the contact's birthday.

This can also be used to update a deal task based on the deal forecasted close date, for example, or in use with other deal date-based fields.

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