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Automation by Optin Date

In this guide, you’ll learn how to set up your automation to send emails based on Opt-in Date vs of Added Date.

Written by Michael Batalha
Updated yesterday

Choosing between Opt-in Date and Added Date determines when your contacts enter an automation flow:

  • Opt-in Date → based on when a user originally subscribed

  • Added Date → based on when a contact was added to your list

Using the correct option ensures your emails are sent at the right time.

To configure this setting, go to:

Campaigns → Automations

Updating an Existing Automation

  • In the Automations dashboard, select your automation

  • Click Disable Selected

    • The status will change from Enabled → Disabled


     Double-click the automation to open it. Next click the top condition: Start Campaign

At this point, a pop-up will appear with two options:

  • List name

  • Date type (Added Date or Opt-in Date)

Open the dropdown and select Opt-in Date
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Creating a New Automation

  • Go to Campaigns → Automations

  • Click Create New Automation

You’ll be asked to choose a trigger:

  • New Subscribers

  • Existing list

  • Tag Manager

  • Field manager

  • Track Event

  • Task Event

  • API Event

Options New Subscribers and Existing list support Opt-in Date.

  1. Select your preferred trigger

  2. In the popup, choose:

    • Your list

    • Opt-in Date (instead of Added Date)

Your automation will now be configured correctly from the start.

Check out our guide on the difference between Opt-in Date vs Added Date.

If you have any questions or need help, feel free to reach out. We’re happy to help.

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