Dubb allows you to create date-based automations that trigger activities automatically when a specific date is reached.
This can be useful for things like:
Sending birthday emails
Sending anniversary messages
Creating reminders to call or text a contact
Triggering tasks for relationship follow-ups
These automations run automatically every year when the selected date is reached.
Step 1: Create a Date Property in the CRM
First, you need to create a custom date field that stores the birthday or anniversary.
Go to Settings
Select Team
Click CRM
Open Custom Properties
Click Create Property
Example properties you might create:
Birthday
Anniversary
Set the Form Control Type to Date.
Click Submit to save the property.
Once created, this date field will appear in your CRM contact records.
Step 2: Add the Date to Your Contact Records
Next, make sure your contacts have this property filled out.
For example:
A contact may have a Birthday date
A client may have an Anniversary date
Once this information is stored in the contact record, it can be used to trigger automations.
Step 3: Create a Workflow
Now create the automation workflow.
Go to Automations
Select Workflows
Click Create New Workflow
Configure the following settings:
Workflow Name
Example: Birthday Automation
Trigger Type
Select Date Reached
Condition
Choose the date property you created (for example, Birthday).
Step 4: Enable Recurring Dates
You will see an option called:
Match Month and Date Only
This option is important.
Keep this option enabled for recurring events such as:
Birthdays
Anniversaries
This ensures the workflow runs every year when the date occurs.
If the automation should only run once, you can uncheck this option.
Step 5: Add an Automation Action
Once the date trigger is set, you can define what happens when the date arrives.
Examples include:
Send an Email
Automatically send a message such as:
Happy Birthday
Happy Anniversary
A personalized thank-you message
Create a Reminder Task
Instead of sending an automated email, you can create a task like:
“Call {{First Name}} and wish them a happy birthday.”
This reminder will appear in your tasks list, allowing you to follow up personally by:
Phone call
Text message
Personalized video message
Step 6: Activate the Workflow
Once your trigger and actions are set:
Save the workflow
Activate it
Now, whenever a contact reaches the specified date, the workflow will trigger automatically.
Example Use Cases
Birthday automation
Send a birthday email or create a reminder to call the contact.
Client anniversary
Send a thank-you message on the anniversary of becoming a customer.
Relationship follow-ups
Set reminders for important milestones with key contacts.
Summary
Date-based workflows help you stay connected with your contacts by automatically triggering actions when important dates occur.
By adding date properties like birthdays or anniversaries, you can automate emails, reminders, and follow-ups every year without needing to track the dates manually.