Trigger - Trial Ends
This step uses the "Trial End" date field (a default person's field in Encharge) to trigger an email (or another action) before, after, or when a person's trial ends.
To set up the step, select when you want the trigger to fire:
- X days before a trial ends.
- When a trial ends - this will match exactly the value date of the "Trial End" field.
- X days after a trial ends.
Finally, connect the trigger to an action step. The example below will trigger an email 3 days before the "Trial End" date: