How to Set Transaction Anniversary in Automation?

In the top navigation bar, select Marketing.

Under Marketing, select Automation.
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To create a new automation, click the “New Automation” button in the upper-right corner. Once you click, a modal pop-up will appear. Enter a automation name and click the "+" icon to create a new folder or select a folder and click the "save" button.
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In the automation setup, click the Add Trigger button.

Select Transaction Anniversary trigger from automation trigger dropdown.
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Next, click the "+" plus icon to add an action. From the list of available options, choose the required action.
Example: Send Email to Contact.
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To add the Send by Contact’s Title Specific automation action, select the required Title and choose the appropriate Email Template for the automation.
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To create a common automation action, disable the Send by Contact’s Title Specific option, and select the required Email Template, and you can preview the email template click the eye icon. Then click the Add button.
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To add an end condition to this automation, click the "End Conditions" button to stop the automation trigger when the specified conditions are met. Learn more about end condition.
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And here you can exclude the contacts based on the tags. Click the Exclude Contacts button. In the popup select the tag which you need to exclude for this automation. And click save to exclude from this automation. Learn more about exclude contacts.
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Toggle the status from Inactive to Active and Click Save Automation to save your setup.
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The automation will be run based on the following condition:
​Transaction Loan Status = Funded
The Funded Date matches the same month and day as today’s date from the previous year(s).
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