1. Start off by clicking on 'Automation' in the menu.
2. Now, please press the 'Create Workflow' button.
3. From the dropdown, opt for the 'Start from Scratch' selection.
4. Next, please find and select the 'Add New Trigger' button.
5. Then, scroll down to 'Custom Date Reminder' and click on it.
6. It’s now time to refine the settings by adding filters.
7. For further customization, look for and choose the 'Custom Date Field'.
Using this filter allows you to specifically target reminders in the Customer Relationship Management (CRM) system by selecting a particular day and month.
'Select'
8. Lastly, find and select the 'Has Tag' option.
Proceed to choose your desired tag.
9. Finally, confirm all changes by pressing the 'Save Trigger' button.
