How to send out first automated reminders - contact level
This workflow setup is required if you wish to send out a first automated reminder to Contact level members/subscribers.
Quick Steps:
- Clone Workflow rule "1st Renewal Reminder [ADD TIME BASED WORKFLOW]" and rename to "1st Renewal Reminder"
- Add Immediate Workflow Actions. Select Existing - Field Update "set 1st Reminder Due"
- Add a Time-Dependant Action. Set it to fire 30 days before subscription end date (or time period you would like).
Add Action - use existing workflow - "Email Alert: send 1st Renewal Reminder Email"
Add Action - use existing workflow - "Field Update: set 2nd Reminder Due" - Add Immediate Workflow Actions: Task - use existing workflow - "Renewal Reminder Sent"
- Optionally review and update the renewal email templates
1. Open Setup
1.1. Search for and select 'Workflow Rules'
5. Select the 'Add Workflow Action'
Select Add Workflow Action under the "Immediate Workflow Actions" Sections. Then 'Select Existing Action'.
5.1. Add existing field update - Set First Reminder Due
Then select Field Update from the Action Type and move "Set First Reminder" to the 'Selected Actions' and Save.
6. Select the 'Add Time Trigger' button
6.1. Set Time Trigger to '30 days before Subscription End Date' and Save
Note: You can change the number of days as required if you wish to give more/less notice.
7. Select the 'Add Workflow Action' button in the Time Dependent Workflow Action section.
7.1. Select 'Select Existing Action from the drop down menu
8. Select the 'Add Workflow Action' button in the Time Dependent Workflow Action section.
This Workflow Action is set as a trigger for the 2nd Reminder.
8.1. Select 'Select Existing Action' from the drop down menu
8.2. Select 'Field Update' from the Choose Action Type drop down menu
8.3. Select Field Update: Set 2nd Reminder Due
8.4. Select the 'Add Workflow Action' button in the Time Dependent Workflow Action section.
Make sure you are NOT adding a time based workflow, but an immediate one