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
![Navigate to Setup > App Setup > Create > Workflow & Approvals > Workflow Rules](https://media.screensteps.com/image_assets/assets/001/489/598/original/c429819b-1c0d-4a46-95ff-b771339d7049.png)
1.1. Search for and select 'Workflow Rules'
![Select 'Workflow Rules'](https://media.screensteps.com/image_assets/assets/001/489/580/original/66a295fc-a5c0-485a-8440-43b7a2cbc294.png)
3. Scroll down and select '2nd Renewal Reminder [ADD TIME BASED WORKFLOW]'
![Scroll down and select '2nd Renewal Reminder [ADD TIME BASED WORKFLOW]'](https://media.screensteps.com/image_assets/assets/001/489/595/original/9a30ab9f-6c2c-4a46-b86d-dd054494bc94.png)
Open the circled rule
5. Select the 'Add Time Trigger' button
![Select the 'Add Time Trigger' button](https://media.screensteps.com/image_assets/assets/001/489/593/original/55e5a8a6-98ab-4b69-a298-4884b30456c9.png)
5.1. Set Time Trigger to '10 days after Subscription End Date' and Save
![Set Time Trigger to '10 days after Subscription End Date' and Save](https://media.screensteps.com/image_assets/assets/001/489/591/original/25db5787-4c96-4f35-9b8f-bc2d3a2a84a4.png)
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.
![Select the 'Add Workflow Action' button in the Time Dependent Workflow Action section.](https://media.screensteps.com/image_assets/assets/001/489/581/original/0768501b-9986-4aa4-9c49-fb8a12d7b8ad.png)
6.1. Select 'Select Existing Action from the drop down menu
![Select 'Select Existing Action from the drop down menu](https://media.screensteps.com/image_assets/assets/001/489/600/original/da76b0fc-a82a-4c84-809e-5121e568e39b.png)
7. Select the 'Add Workflow Action' button in the Time Dependent Workflow Action section.
![Select the 'Add Workflow Action' button in the Time Dependent Workflow Action section.](https://media.screensteps.com/image_assets/assets/001/489/585/original/15944680-47bf-40ad-bbbf-da85982aafef.png)
7.1. Select 'Select Existing Action from the drop down menu
![Select 'Select Existing Action from the drop down menu](https://media.screensteps.com/image_assets/assets/001/489/568/original/164d31ff-f9be-411e-b5e1-fda696a70bc9.png)
7.2. Select Tasks - Renewal Reminder Sent
![Select Tasks - Renewal Reminder Sent](https://media.screensteps.com/image_assets/assets/001/489/589/original/ba857ad4-d1a1-406a-801e-3c2be18d90ca.png)
- 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
![Select 'Activate' to begin the workflow process](https://media.screensteps.com/image_assets/assets/001/489/587/original/a62ae35d-89e6-4ac4-9733-86ccc88a5145.png)
9. Review email template for 1st Reminder [Open Setup, search for 'email templates' and select 'Email Templates']
![Review email template for 2nd Reminder [Setup > Administration Setup> Communication Templates > Email Templates]](https://media.screensteps.com/image_assets/assets/001/489/576/original/2661f440-3fee-45cf-b678-2a2011a700f8.png)
9.1. Select Payments2Us from the drop down Folder list
![Select Payments2Us from the drop down Folder list](https://media.screensteps.com/image_assets/assets/001/489/566/original/e87903c4-4cf6-43ca-ba44-02b7a06f5a00.png)
9.2. Scroll down to find 'Renewal - 2nd Reminder'
![Scroll down to find 'Renewal - 2nd Reminder'](https://media.screensteps.com/image_assets/assets/001/489/604/original/50f99e68-75f8-4455-b005-c4ba7e36b878.png)
A template with a PDF attachment is also available.
9.3. Edit and test your template
![Edit and test your template](https://media.screensteps.com/image_assets/assets/001/489/572/original/fc356bd1-e541-4286-8676-e77ce8fef862.png)