Looking for advice on building a workflow to send renewal remindersSOLVE
Jan 24, 2017 5:31 PM - last edited on Jan 25, 2017 5:05 AM by roisinkirby
We sell a products annual subscription. We want to setup a workflow to automatically send subscription renewal reminders via hubspot email 10 days, 7 days and 3 days before product expiry date.
I have created and synced a property in HubSpot called "Product Expiration Date".
I have set it up with a property based Workflow checking if expiry date is between:
a. 11 and 9 days > Trigger an email
b. 8 and 6 days > Trigger an email
c. 4 and 2 days > Trigger an email
The workflow (http://imgur.com/a/odICT) is very complex. I am hoping there should a better way to set this up. Please advise. Thanks.
Solved! Go to Solution.