Modifying Workflow Actions
Edit Workflow Actions:
- Open the B-013-WF-2.1. Country is USA -> Reset Holiday Names/Dates and B-013-WF-3.1. Country is Canada -> Reset Holiday Names/Dates workflows.
Find Holiday Name/Date Actions:
- Locate the actions that set holiday names and dates.
Modify Holiday Names and Dates:
- Edit the holiday names and dates to match the specific holidays celebrated in the country of your contacts.
- For example, update "Thanksgiving" to "Canadian Thanksgiving" for contacts in Canada, or adjust the dates for Independence Day to match the respective national holidays.
Example: Customizing Holiday Cadences for USA and Canada
Workflow: Country is USA -> Reset Holiday Names/Dates
Edit Workflow:
- Open the workflow triggered by the condition "Country is USA."
Modify Actions:
- Locate the actions that set holiday names and dates.
- Change the names and dates of holidays to reflect those celebrated in the USA.
- Example: Change "Thanksgiving" to "Thanksgiving Day" and set the date to the fourth Thursday in November.
Workflow: Country is Canada -> Reset Holiday Names/Dates
Edit Workflow:
- Open the workflow triggered by the condition "Country is Canada."
Modify Actions:
- Locate the actions that set holiday names and dates.
- Adjust the names and dates of holidays to match those observed in Canada.
- Example: Change "Independence Day" to "Canada Day" and set the date to July 1st.
Testing and Activation
Test the Workflows:
- Send test contacts through the workflows to verify that the holiday names and dates are correctly customized based on the country condition.
Activate the Workflows:
- Once you're confident in the customization and testing, activate the workflows to ensure they run automatically for contacts matching the specified country conditions.