Automation Flows - Inserted Tag, based on the Lead's Date of Birth

In SprintHub, it is possible to insert tag(s) based on the date of birth (including day, month, and year) and use them in various other automations and applications.

To create a segment based on this same rule, see the article below:

Segments - Creating according to the Lead's Date of Birth

To create and run your flow, follow these steps:

1. Create the Automation Flow:

• Go to Automation Flows via “Find Services”. Or just type the name, and the feature appears.

• To create, click “+ New”.

1. Configure and Create:

• Enter a Name: Give your flow a descriptive name.

• Enter a Description: detail of what will happen in the flow.

• Set up a Segment: Choose one you prefer.

• Category: Choose one you prefer. This is optional

• Allow leads to restart the flow?: It depends on your strategy. If you leave it as “YES,” it will go through the flow more than once.

• Click on “Open Builder”, to create the flow with your actions and conditions.

1. Building the Flow:

It is possible to create several blocks with actions and conditions.

1. Save:

After creating and making the necessary changes, save your Flow and publish it.

• Published: When selecting "YES", the flow will start working immediately.

Done, your flow will now be inserting the tag into your Leads!