I'd like to build a flow that send a customer an email every year on their join date in perpetuity (as long as they are an active customer). Besides running a daily scheduled flow to see if the Month & Day match the Current Month & Day by a formula variable, is there any other easier way I can accomplish this?
Your current plan of using a daily scheduled flow with a formula variable to verify the Month and day alignment between the customer's join date and the current date is a straightforward and effective solution.
Flow Steps:
Scheduled Flow:
Schedule it to run daily.
Create a formula variable to extract the Month and day from the Join Date.
Use a decision element to check if the extracted Month & Day matches the current Month & Day (checkbox below )and if the customer is active
Here is the formula: it can be a checkbox field formula
MONTH({!Joined_Date}) = MONTH(TODAY()) && DAY({!Join_Date}) = DAY(TODAY())
