In many cases, you may want to follow up with customers or prospects a few days after your initial contact — but not always. For example, if you schedule virtual meetings as part of your sales or onboarding process, it’s important to send a reminder email beforehand. This is where the “Wait for date” helper becomes extremely useful.
Here’s how to set it up:
1. Select the wait for date helper in the helpers section:
2. Choose the Relevant Date Field
Next, select the field in your folder that contains the scheduled meeting date — in this case, a field named “Virtual meeting.”
Then, specify:
The exact time you’d like the email to be delivered.
Whether the reminder should be sent before or after the date in the field. For instance, to send a reminder 1 day before the meeting.
If desired, you can also tick the checkbox “Only continue on weekdays” to prevent emails from being sent over the weekend.
3. Alternatively, set a Custom Date
If you'd rather not use a date field from the folder, you can manually set a custom date and time for the email to be delivered.
⚠️ Note: The date and time settings in the "Wait for Date" helper will be applied according to the time zone of the automation owner.
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