Hello, in this post I am explaining how to calculate the anniversary dates based on existing date field in an object using Rules Engine.Here is the link to the document
Below are the few use cases where this might be helpful.
To follow-up on account’s renewal.
To send NPS surveys every 6 months to customers.
To create CTA for EBR set-up every 6 months
To send customers a survey after 6 months of onboarding to know customer feedback.
Awesome 
.
The shown example doesn’t take into account the leap year (when February’s length varies)
Also, the year used in the example is a leap year (2020) and February had 29 days, giving the number of days for February to be 182 (not 181) in the shown calculation.
This also needs the First day of the year to be calculated after the contract’s current year.
In other words, we’d need a dynamic field instead of the static “01/01/2020”
For May it’s 184, not 185
may 31 + june 30 + july 31 + aug 31 + sept 30 + oct 31 = 184
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
