How to schedule an email before 1 week of client's renewal date
How to schedule an email before 1 week of client's renewal date?
Userlevel 7
+59
Hi
Is the renewal date stored in each customers’ profile?
Assuming you have the renewal date stored as a custom property in their Profile, you can use a “Date Triggered Flow” to automatically send an email 1 week before the renewal date.
You can see this documentation for more information:
Let me know if that helps, or if you have any further follow-up questions
I have some client’s data. I provide them services and this service needs renewal. Its more likely subscription. Some clients take 2 month, 4 month, 6 month, 1 year, 2 year of subscriptions (depends on their need). Now What i want is, I simply want to send them the reminder before 1 month of their service renewal date.
Please provide a stepwise and working solution.
Many thanks
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