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Event reminders that do not need rebuilding: a date property and a delay until that date

A healthcare practice ran the same workshop every few weeks. Their form used a dropdown of dates, so each new date meant edits in several places.

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Workflows need Marketing Hub Professional or Enterprise
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Workflows access; property create access
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5 min · Intermediate
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Short answer

Store the event date in a date picker property and use the workflow delay Until a date property, set to Before date for each reminder. One workflow then works for every session, because each contact waits for their own date. A healthcare practice's registration form used a dropdown of dates, which meant updating the form, the options, and the workflow branches for every new workshop. Moving to a date property was the recommendation. HubSpot's delay screen also offers a branch for contacts who reach the delay after the date has passed.

1. The problem with a dropdown of dates

The practice's form asked which workshop date the person wanted, as a dropdown. Each new date meant adding an option, updating the confirmation and reminder emails, and adding branches. Old options piled up, and past workshops left old workflows behind.

2. Store a date, not a choice

Create a date picker property such as Next workshop date and set it from the registration.

3. Delay until that date

In a workflow, add a Delay and choose the type.

Delay type list with Until a calendar date, Until a date property, Until an event occurs, For a set amount of time
Until a date property (1).
Delay until a date property with On date, Before date, After date, time of day, and the pro tip about contacts reaching the delay late
Pick the property (1), Before date for reminders (2), the send time (3), and the late-arrival tip (4).

Use one delay per reminder, such as three days before and one day before. Contacts who register after a reminder date can be routed with the branch HubSpot suggests.

4. Name it for the role, not the date

Name the property for what it holds, not for a specific date. Why that matters is in a property named after a date.

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