Article Topics 📚: 
What is it?
Why does it matter?
How it works
Example use cases

What is it?

Businesses have long been able to define up to 10 Generic Date fields in their registration form (e.g., anniversaries, sign-up dates, custom milestones). Until now, these fields were mostly placeholders - used for display or simple filtering.

With this enhancement, Generic Dates can now power campaigns, rules, deals, and one-time actions, letting you automate date-based workflows directly from the Hub.

Why does it matter?

This opens the door to:

• Automating anniversary campaigns, birthday offers, and milestone deals without manual updates.

• Running once-ever or annual actions tied to any custom date.

• Having full control over the exact timing of each action or rule.

Bottom line: date-driven campaigns are now easy, flexible, and fully automated.

How it works

1. Check setup: Go to Business Profile → Registration Form → Generic Date Fields (1–10) and make sure the right fields are defined and enabled.

2. Use across the platform: Once configured, you’ll see these dates available as conditions or triggers in:
    

   • Rules - Automate actions based on specific dates

     
     
     
      

   • Deals - Trigger date-based promotions or offers
      

   • One-Time Actions - Schedule individual actions tied to a specific date

      

   • Filter members - Segment your customers according to the date fields for targeted campaigns/actions. 
     
     

3. Set frequency & timing - Choose whether the action should run once-ever or every year, and set the exact timing for execution.

Example use cases

• Send a loyalty offer one year after sign-up.

• Automate anniversary greetings with a reward.

• Run a special promotion tied to a custom milestone (e.g., first purchase date).

With these updates, managing date-based campaigns is smoother than ever - directly from the UI, no manual edits needed.