How to send out second automated reminders - contact level
This workflow setup is required only if you wish to send out a second automated reminder to members/subscribers.
 Quick Steps:
- Clone Workflow rule "2nd Renewal Reminder [ADD TIME BASED WORKFLOW]" and rename to "2nd Renewal Reminder"
- Add a Time-Dependant Action. Set it to fire 10 days after subscription end date (or time period you would like).
Add Action - use existing workflow - "send 2nd Renewal Reminder Email" - Optionally, update the Email and/or PDF templates
1. Open Setup
1.1. Search for and select 'Workflow Rules'
3. Scroll down and select '2nd Renewal Reminder [ADD TIME BASED WORKFLOW]'
Open the circled rule
5. Select the 'Add Time Trigger' button
5.1. Set Time Trigger to '10 days after Subscription End Date' and Save
Note: You can change the number of days as required if you wish to give more/less notice.
6. Select the 'Add Workflow Action' button in the Time Dependent Workflow Action section.
6.1. Select 'Select Existing Action from the drop down menu
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
7.2. Select Tasks - Renewal Reminder Sent
- Select Tasks from filter of options
- Select Task "Task: Renewal Reminder sent", Click on right arrow to move over
- Save
8. Select 'Done' button to complete the workflow rule
8.1. Select 'Activate' to begin the workflow process
9. Review email template for 1st Reminder [Open Setup, search for 'email templates' and select 'Email Templates']
9.1. Select Payments2Us from the drop down Folder list
9.2. Scroll down to find 'Renewal - 2nd Reminder'
A template with a PDF attachment is also available.