How to send out second automated reminders - account level
For second membership reminders at an organisational level.
The workflow setup process is very similar to the “WORKFLOW: First Renewal Reminder Contact Level” and “WORKFLOW: Second Renewal Reminder Contact Level” processes described above. With the exception of basing the template workflows from “1st Account Subscription Renewal Reminder [ADD TIME BASED WORKFLOW]” and “2nd Account Subscription Renewal Reminder [ADD TIME BASED WORKFLOW]”.
Quick Steps:
- Clone Workflow rule " 2nd Account Subscription Renewal Reminder [ADD TIME BASED WORKFLOW]" and rename to "2nd Account Subscription Renewal Reminde"
- Add a Time-Dependant Action. Set it to fire 10 days after Account Subscription End Dates (or time period you would like).
Add Action - use existing workflow - "Email Alert: send 2nd Account Subscription Renewal Reminder Email" - Optionally review and update the renewal reminder email templates.
3. Scroll down and select '2nd Account Subscription Renewal Reminder [ADD TIME BASED WORKFLOW]'
Open the circled rule