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BizStackPro Help Center · Workflows & Automation
Workflow Action: Set Event Start Date
Use Set Event Start Date to anchor your workflow to a specific date and time—then trigger reminders or follow-ups before, after, or exactly at that moment.
Delivering Messages At The Right Time Instead of Relying On Fixed Delays
Many business processes revolve around important dates such as webinars, appointments, launches, onboarding events, training sessions, and customer milestones. Sending communications at the wrong time can reduce engagement and create a poor customer experience.
BizStackPro's Set Event Start Date workflow action creates a time-based reference point that workflows can use to schedule actions before, after, or exactly at a specific event.
Without event-based timing controls, businesses may rely on fixed wait periods that fail to align with actual customer schedules, causing reminders, follow-ups, and notifications to arrive too early or too late.
This guide explains how the Set Event Start Date workflow action works, how event timing interacts with workflow waits, and how to build more accurate time-based automation systems inside BizStackPro.
Before creating event-based automations, it helps to understand how workflow triggers, event dates, wait actions, customer time zones, appointment scheduling, and automated communication timing work together inside BizStackPro.
What this workflow action does
The Set Event Start Date action stores a single reference date/time inside your workflow. Once set, you can pair it with a Wait for Event/Appointment Time action to run steps before, after, or exactly at the event time.
Think of it like a timer anchor: you set the “event moment” once, then you can build multiple timed waits around it.
Common use cases
- Webinar or live event reminders
- “Day of” or “2 days before” notifications
- Automated follow-ups after an event ends
Step-by-step: How to set it up
Step 1: Add the Set Event Start Date action
- Open your workflow in the Workflow Builder.
- Click the + button to add an action.
- Select Set Event Start Date, then save.
Step 2: Configure the event date and time
Choose the option that best matches your setup:
- Custom Field: Use a date-type custom field for dynamic events.
- Specific Date/Time: Hardcode a single event time.
- Specific Day: Anchor timing to a defined day setting.
Timezone note: You set the event time in your timezone. The workflow adjusts delivery based on each contact’s timezone. If a contact timezone isn’t available, it defaults to your account timezone.
Step 3: Add a Wait action
- Add a Wait action after the event start date.
- Select Event/Appointment Time.
- Choose Before, After, or Exact Time.
Step 4: Test and publish
Test using a near-future event time to confirm timing behavior, then publish when ready.
Best practices
- Use true date-type fields when mapping Custom Fields.
- Name steps clearly (example: “Wait 2 Days Before Webinar”).
- Test with contacts in different time zones.
- Use multiple Set Event Start Date actions if you need multiple event anchors.
Pro tip: If you run multiple reminders (24h before, 1h before, and 15m before), you can keep a single event anchor and add multiple Wait steps.
Build precise, time-based automations
Combine event dates, waits, email, and SMS in one workflow—without juggling multiple tools or complex integrations.
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Frequently Asked Questions
Can I set multiple Event Start Dates/Times in the same workflow?
Yes. You can add multiple Set Event Start Date/Time actions within the same workflow to manage different events or update the event date/time more than once.
What happens if a contact enters the workflow after the Event Start Date/Time has passed?
That depends on your Wait for Event/Appointment Time settings. If the time is already in the past, the workflow can proceed, jump to a specific step, or skip to the next wait step based on your configuration.
Can I use the Set Event Start Date/Time action without a corresponding Wait for Event/Appointment Time action?
It’s possible, but it’s typically not very useful. The main purpose is to provide a reference point for time-based Wait actions.
How do contact time zones affect the Event Start Date?
You set the event start date/time in your timezone, and the workflow adjusts it based on each contact’s timezone. If no contact timezone is available, it defaults to your account’s timezone.
Master time-based workflows
Set Event Start Date gives you precise control over when automation happens—before, after, or exactly on schedule.
Cleaner timing. Better follow-up.
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