RobShi

Of course, thanks for highlighting that functionality. I think I have everything needed, thanks so much for the help on this.

Yeah- there's a way you can pull this with the engagement programs, but it'd require a bit of additional setup! Basically, you'd set the stream cadence such that the cast runs every day, and once a person receives the email, you change their cadence to pause for the next 6 months, i.e., Change Caden...

Would it be possible to expand on how this would work? Not familiar with using counters.

Thanks for the feedback and noted on the order of flow steps.To sanity check - if a record had a "Client End Date" of 19/03/24, it would be removed from the flow tomorrow morning? Am interested in utilising engagement program to help facilitate this process. Looking to have emails triggered for each...