Automation Flows - Tag inserted, based on 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 by Lead's Date of Birth

To create and run your flow, follow these steps:

1. Create the Automation Flow:

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

• To create, click “+ New”.

1. Configure and Create:

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

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

• Configure a Segment: Choose one of your preference.

• Category: Choose one of your preference. 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 “Open Builder”, to create the flow with your actions and conditions.

1. Building the Flow:

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

1. Save:

After making the necessary creations and changes. Save your Flow and publish.

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

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