Subscription due date triggering todo and emailSOLVE
Jul 11, 2019 10:46 AM
We are a charity that has annual subscriptions that fall due throught the year.
I would like to have a reminder for our membership secretary and an automated email for the member in question.
Obviously there will be a unique date for each member and so a general solution would be needed.
Is this possible?
Sorry if this is documented - if so a pointer would be gratefully received.
Solved! Go to Solution.
Jul 11, 2019 1:24 PM
What you are looking for is a 'center on a date-propert' workflow. With this, you can use a date property on the contact record (e.g. subscription date) to trigger a workflow sending internal and external reminder emails, etc.
Hope this helps.