I run a career coaching program, and I am trying to automate how we offer people the opportunity to renew their time in the program.
We do this manually each month by looking at everyone’s dates and changing a single select field called “Initiate Renewal.”
What I want to do, is create a formula that will continuously look at everyone’s end dates and detect when someone’s end date is next month. If their end date is next month, it would update a field “Renewal end date is next month” with YES. And this would then be a trigger we could use in a Zap to send that person to the right email automation in ActiveCampaign (to send the renewal emails).
I made a mockup of what I’m trying to do. I’m totally open to better ways to do this, but this is what I’m trying to do on a very literal level :slightly_smiling_face: …