Hi, I have a question regarding a workflow. I have a field: “Renewal Date” for a future date. I want to send an email notif…

Hi @OBetzalel , No, if a contact enters your CRM with a renewal date 50 days out, they would still enroll as they would still…

@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 …

@OBetzalel the email would only be sent once - not multiple times. Unless you enable re-enrollment and the date changes to an…

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

@OBetzalel re-enrollment does not mean that it’s a daily scheduled workflow. Even with re-enrollment enabled (for “Renewal da…

@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’…

@karstenkoehler If i set: “Renewal Date is less than 60 days from now” with re-enrollement. - from what I understand - it wo…

Scheduled flow question

karstenkoehler May 29, 2024, 2:54pm 8

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

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