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Subscription due date triggering todo and email

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Occasional Contributor

Hi,

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.

Best,

Nick

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Community Thought Leader | Diamond Partner

Hi @Nickdunc 

 

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. 

 

Create 'Center on a date' or 'Center on a date property' contact-based workflows

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
2 Replies 2
Highlighted
Community Thought Leader | Diamond Partner

Hi @Nickdunc 

 

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. 

 

Create 'Center on a date' or 'Center on a date property' contact-based workflows

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
Occasional Contributor

Hi,

Many thanks for this - it was just what I was after.

Best wishes,

Nick

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