Birthday minus 3 weeks trigger

Birthday minus 3 weeks trigger

I'm trying to set up an automated email that will be sent to a recipient 3 weeks before their birthday (which they've added when signing up).

I've added a Date Field Trigger, but I don't see how I can force it be 3 weeks prior - any suggestions?



      • Sticky Posts

      • Tip of the week 03 - Sending emails in batches

        Today's marketers not only want their email marketing to be efficient, but also smart. For an email campaign, you may think you have all the essential elements for lead conversion—a big mailing list, an attractive template design, and the most-engaging message content, but after hitting the ‘send’ button, you may not get the expected conversions. Wondering why? Here’s one of the major reasons. Many marketers miss out on sending the email campaign the right way. Did you know that you should not be

      • Tip of the week 04 - Know about your recipients' 'prime open time.'

        In today's market, the importance of customer behavior is astounding, with a vast amount of research and resources going into finding how customers make decisions. The process of persuading your customers to open your email and click on your call-to-action becomes easy when you understand the psychology behind their behavioral traits. Time to turn into a psychologist! Let's get to the basics—you want your emails to resonate well with your recipients. So, what's the primary thing involved here? It's

      • Zoho Campaigns Expert Diaries on SoundCloud, Spotify, Apple Podcasts, and YouTube

        Hi email champs,  As email marketers, we find great lessons in each other's works—be it the subject lines that worked good, the design that was received well, or the CTA that had the maximum clicks. Email marketing encompasses a wide variety of topics spanning everything from creation and design to development and deliverability.  Here's when we from the Zoho Campaigns team found the need to build an email marketing community comprising of seasoned marketers and email geeks who can help each other

      • Email Deliverability Tip #3: Seal the deal with the preheader

        In the last post, we learned about the subject line. Today we'll be learning about the preheader. A preheader is the short text that follows the subject line in an email. The preheader is designed to hint at what your email message is all about. A good preheader should act as a second subject line and convince your contacts to open the email. Now, let's learn the best way to craft a preheader. Your subject line and preheader should work together and accurately convey the gist of your email. Keep

      • Tip of the week 15 - Add subscription-preferences option. Drive more engagement.

        If crafting content for emails, getting creatives done, and running email campaigns is your love, then unsubscribes are the heartbreakers.  You can save your emails from being unsubscribed/trashed by adding a proper subscription-preferences option in your emails (works best at the time of signup). Giving subscribers the option to choose what they want to receive from you and decide how often (frequency of the emails) your emails should hit their inboxes will increase the reach of your campaigns manifolds. 

        • Recent Topics

        • Dynamic user applications for CPQ?

          Hi, I've been enjoying getting to know CPQ, the Product Configurator and Price Rules components have been very useful, albeit with some issues. I have noticed that I don't have the power to decide which level of sales staff has permissions when it comes

        • Need details on search criteria for zoho.crm.searchRecords

          Hi, If I understood correctly the integrated functions (getRecords, searchRecords, etc..) I can use inside Functions in Zoho CRM are actually using the Zoho CRM V2 API. I am looking for all the field types and criteria I can use with searchRecords. The

        • Do my notebooks get transferred to a new phone?

          Hello I was wondering about a new phone and I'd like to know whether your notes are automatically transferred to the new device? Regards Will.

        • Client Script Error - Cannot read properties of undefined (reading 'CRM')

          Hi Guys I have a custom form, and I have a client Script set for onLoad of the new form. Below is the script I have defined and the error: Cannot read properties of undefined (reading 'CRM') See Screen Shot Attachement for Details. Here is the Script:

        • Notebook sync

          Hi,After Restart Mobil-Phone since i pressen „Synchronisation“ in my Notebook-App (iPhone) the App is hanging all the time and I have no possibility to Break up. Also Not After Restart my mobile-Phone. After the Restart ( inkl. Connection to WiFi or mobile

        • Employee survey data when the survey creator's account is deleted

          I can’t find in the documentation on this topic, so asking here. When the employee who has created an Employee Engagement survey leaves the organisation and their Zoho account is deleted, will the survey results still be accessible to other persons if

        • DANE IS NOT implemented

          According to the answer of @Sagar S , "DANE has been implemented". on this topic Allow me to disagree, DANE is not implemented at least not to the EU area. The Zoho domain is not under DNSSEC protection and the related TLSA DNS records

        • Enhance Your CRM Experience with Zoho Webinars in Sandbox Environments

          Greetings all, Zoho Webinars will now be available for testing and deployment in Zoho CRM's sandbox environment. Sandboxes offer a safe way to replicate production environments and enable risk-free testing, training, and refining processes before making

        • Increase the elegant comparator to more than 5 users

          Hi Team Requesting to increase the elegant comparators number of custom users to more than 5, this is such a crucial tool in dashboarding but 5 users is simply not enough.

        • No emails coming in

          Hi, I am not receiving any emails, I have tried to send myself an email from another acct and I am not receiving anything, possibly for the last few days. Bit desperate as we are a nursery and not getting important emails from our parents.

        • Problem with Schedule Email parameters in "Send Reply to an Email" API

          Hello, This is my Json script: { "fromAddress": "test@gmail.com", "toAddress": "{{8.fromAddress}}", "subject": "{{8.subject}}", "content": "{{4.result}}", "action": "reply", "isSchedule": true, "scheduleType": 6, "timeZone": "Europe/Lisbon", "scheduleTime":

        • What's New? - May 2025 | Zoho Backstage

          Hi everyone, A May-zing month for you! As summer rolls in and event season picks up the pace, we’ve been working on a set of updates in Zoho Backstage to help make your day-to-day life a little easier. This month’s improvements are all about tackling

        • Integrate Zia AI into Zobot with Support for Hebrew and Bot Context

          Dear Zoho SalesIQ Team, Greetings. We would like to submit a feature request that would significantly enhance the functionality and intelligence of Zobot: native integration of Zia AI into Zobot scripts and blocks—with full support for Hebrew language

        • Mail Merge: Need Transparent Background for Signatures

          I'm using ZohoCRM and Zoho sign to send documents to customers to sign. We use zohoCRM's "Mail merge" option to create the templates. The problem is that those "Signature" fields have a solid white background so it looks like a stamp on the page instead

        • Zoho Flows

          Basically I can't build a connection that works between Excel on OneDrive and Zoho. I wanted to have 1 flow checking on a row added to an excel file and then intiate an import of that row. I'm doing that manually now and thought that this could be automated.

        • Zoho time tracking with automated screenshots

          Time tracking option with automated screen shots would be an exeptuonally good feature, any plans to develop something like that?

        • Sharing my portal URL with clients outside the project

          Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.

        • Zoho Campaigns Forms not Responsive on Website

          I have a mobile responsive Zoho Sites website and when I add a Zoho Campaigns form, it is not responsive. I have used the website code and ensured that the 'responsive' checkbox is selected. But, the form is not responsive to mobile. I have attached a

        • Oldest mail on top?

          I am old, and probably missing something simple, but how do I flip my zoho mail so oldest mail is on top?  Thanks in advance, and a HUGE thank you to the entire ZOHO team.  You just keep getting better!

        • Desk API to add or change commenterId to a comment

          Please let me know how to add comments on tickets for different agents using the API. When adding a comment it will take commenterId but then ignores that and used the API agentId. Did not see in API docs which values are readonly. I pleased to see commentedTime worked for past times. Regards, Glenn

        • How send a ticket attachment using the Sendreply API in Zoho Desk

          API document references : you make use of the Upload file API and gather the attachment ID. This ID is be passed with the Send email Reply API to deliver responses with the attachment intact. Code template is as below: // ORGID ORGID = "XXXXXXX"; // Masked

        • First Insight - Find your Fields

          The Wheels of Ticketing - Desk Stories Find your Fields What are fields? Fields are crucial in ticketing modules that capture information about Tickets, Customers, Organizations, Products, and more. Depending on the kind of data being stored, users can

        • Automation#30: Auto-Update Time Entry to the Nearest 5 Minutes

          Hello Everyone, Time tracking is a feature in Zoho Desk to help businesses stay organized and efficient. For Zylker Techfix, this feature has helped to track the duration of gadget services to generate accurate bills. However, Zylker Techfix faced a unique

        • Email adding to existing ticket

          hello Is there some syntax i can add e.g. to the subject line / body of my email that when it reaches the Zoho portal will add the request to an existing ticket. e.g {123} Currently if i have an open ticket and a customer emails me direct, i then forward

        • How to define different shift timings for each weekday in Zoho People?

          Hi everyone, We’re using Zoho People for attendance tracking and need to configure a standard 39-hour workweek that is structured like this: Monday to Thursday: 8 hours per day Friday: 7 hours Currently, our service provider has set up the workweek as

        • add two date range

          Hi, How can I add two date range selections to compare two different column values in a single pivot view? I have attached a snap for your reference.

        • Announcing new features in Trident for Windows (v.1.26.5.0)

          Hello Community, Trident for Windows is here with exciting new features to elevate your email communication and enhance productivity. Let’s dive into what’s new! Open .eml files in Trident. You can now open .eml files directly using Trident. This makes

        • Adjust The max character in Specification Field

          Is there another way to adjust the maximum character limit for the Specifications field in Zoho Commerce? I need to accept responses with fewer than 200 characters.

        • Customize the Sign In And Sign Up in Zoho Commerce

          Is there another way to customize the Sign In and Sign Up in website Zoho Commerce like this i want to customize to edit it like change the "Sign In" word into "Login Zoho Commerce" it is possible or other way to do that?

        • Territories : Deluge and APIs

          I am trying to work out how to filter a deluge query by territory eg "SELECT Total_Amount, Stage, Closing_Date, Created_Time, Deal_Name FROM Deals WHERE Stage in (" + varBaseCriteria + ") AND Territory = 'Territory1'" The problem being that Territory

        • Tidying up messes file system on Site

          I'm been given access to a new site that's been managed by several different people over the years, each with different ways of managing images and files. If I move an image from one folder to another, it shows a missing image icon on the site's page.

        • Move Archive Button in Zoho Mail to Main Toolbar?

          Is there a way to add the Archive Button to this tool bar so I don't have to click the three dots every time?

        • Introducing Bigin 360: Our new pricing edition with increased feature limits and pre-installed toppings

          Dear Biginners Club, Today, we're pleased to launch a brand-new pricing edition called Bigin 360, our highest pricing edition that will sit on top of Express and Premier editions. It's been over four years since our launch, and we're receiving some great

        • URL field display value

          Is it possible to give a URL stored in a project a display value, rather than showing the whole url? I have a lot of projects connected to issues filed on a separate site, each with a distinct URL. For example: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=40000

        • need payment link excl. TDS Amount.

          Dear Team Zoho, Kindly generate a payment link excluding TDS amount. So that TDS can be submitted through portal. Thanks & Regards, Arijit S.

        • CRM is very slow now

          CRM is very slow now. Plz check ASAP

        • Access error when running invokeurl

          Hi, I'm running the following code: string standalone.test_api() { LoroToken=zoho.crm.getOrgVariable("LoroToken"); info "LoroToken:"+ LoroToken; headersMap = Map(); headersMap.put("Authorization", "Bearer "+LoroToken ); headersMap.put("Content-Type",

        • Disable Column Freeze in PWA View but Keep It on Desktop — Zoho Creator Reports

          Zoho Creator offers a useful feature to freeze up to two columns in a report view, which works well on desktops. However, our users access the app on both laptops and mobile devices, and freezing columns makes reports nearly unusable on smaller screens.

        • How do I add more space to a note in ‘draw’?

          I’m taking handwritten notes using the draw note, but I don’t seem to be able to scroll down to get more room on the page. How do I make more room to take notes?

        • Overtime per week vs. per day

          In the United States 90% of the states calculate overtime as working more than 40 hours per week. It appears that Zoho People can only calculate overtime per day.  How do we fix this? Here is an example: Mon      8 hours Tues      7 hours Wed      9 hours Thur      8 hours Fri            8 hours -----       Total      40 hours (no overtime) However, Zoho people says 1 hours of overtime because the employee worked 9 hours on Wednesday. Maybe I have something setup wrong in Zoho People?  

        • Next Page