Date Fields on Form Builder
planned
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Matt Phillips
If there were date fields on a form, then that would create potential for triggers based off that date field. So it's not an appointment but it could work in a similar way.For example: Gym membership hold request. The member requests a hold from [start date] to [end date].This triggers a 'send before' style campaign where 7 days before they're due to restart they get a reminder and then 2 days before they're due to come back they get another SMS and then on the day they're due back another.
HIGHLVL-I-391
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Michael H (Admin)
Having automation triggers based on opportunities or contact date custom fields would be great!
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Katie Broadhurst
I work with travel companies and date fields are very important for things like passport expiry, flights and trip start and end dates. We would use all of these fields to set up tasks or send email reminders to clients to ensure they are renewing their passport on time or ready for their flights. I also do a lot of configuring of workflows/emails/tasks based on trip start and end dates. Such as 'trip end date" wait 1 days > send "Welcome home email" etc. Would use this a lot with clients and be a selling feature to sign up for Highlevel!
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Andrea Comuzzi andrea@andreastudios.com
Right now, we can add a simple date picker field into a form BUT If a DATE FIELD is sync or coming from one of the current calendars, we can use forms in more ways.
Benefits: Instead of showing a big calendar in our Form, we just show a DATE FIELD and this would give us more space to add more questions.
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Joe Solano
These could be used in various ways to set tasks as well
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Sales & Marketing
planned