topic Re: Scheduled flow question in Tips, Tricks & Best Practices

Scheduled flow question

OBetzalel — Wed, 29 May 2024 12:10:04 GMT

Hi,

I have a question regarding a workflow.

I have a field: "Renewal Date" for a future date. I want to send an email notification 60 days before the "Renewal Date", will it work to send it one time only? for example, it will send 60 days before the renewal, but not 59 days before, and not 58 and so on.. just 60 days before exactly. Will these conditions work?:

Thanks!

Re: Scheduled flow question

karstenkoehler — Wed, 29 May 2024 12:12:50 GMT

Hi @OBetzalel,

No, if a contact enters your CRM with a renewal date 50 days out, they would still enroll as they would still meet the enrollment criteria.

You would have to specify, e.g. "Renewal date is less than 60 days from now AND Renewal date is more than 59 days from now".

Best regards

Re: Scheduled flow question

OBetzalel — Wed, 29 May 2024 12:35:55 GMT

@karstenkoehler So if I do this like I did, and a company was yesterday 61 days ago from the renewal, and today is 60 so the email will be sent. and tomorrow the email will be sent as well? (59 days left)?

Thanks!!

Re: Scheduled flow question

karstenkoehler — Wed, 29 May 2024 12:38:02 GMT

@OBetzalel the email would only be sent once - not multiple times. Unless you enable re-enrollment and the date changes to another value that happens to fall within the date range again.

So a company who moves into the date range (from 61 to 60) would enroll, yes, but wouldn't re-enroll again tomorrow (59).

Re: Scheduled flow question

OBetzalel — Wed, 29 May 2024 14:43:34 GMT

@karstenkoehler Okay so If i set re-enrollement with my 1st solution (image), then it would send the email everyday. With your solution with re-enrollement it will work.

Thank you very much my friend!!

Re: Scheduled flow question

karstenkoehler — Wed, 29 May 2024 14:45:40 GMT

@OBetzalel re-enrollment does not mean that it's a daily scheduled workflow. Even with re-enrollment enabled (for "Renewal date is known"), a contact would only enroll once - unless the value in the "Renewal date" field changes and only if all of the enrollment criteria still hold true.

Re: Scheduled flow question

OBetzalel — Wed, 29 May 2024 14:52:56 GMT

@karstenkoehler Okay so even if I set my criteria in the 1st email then it would send the email once.. but will ignore if it's 50 days before for example.. thanks!!

Re: Scheduled flow question

karstenkoehler — Wed, 29 May 2024 14:54:40 GMT

@OBetzalel "if I set my criteria in the 1st email" - which email are you referring to?

Re: Scheduled flow question

OBetzalel — Wed, 29 May 2024 14:56:15 GMT

@karstenkoehler If i set: "Renewal Date is less than 60 days from now" with re-enrollement.

- from what I understand - it would send the emails once during that 60 days (unless the date value is changing).

Re: Scheduled flow question

karstenkoehler — Wed, 29 May 2024 15:00:30 GMT

@OBetzalel correct.