AnsweredAssumed Answered

Timed Renewal Emails

Question asked by Andrew Johnson on Nov 20, 2017
Latest reply on Nov 24, 2017 by Andrew Johnson

Hi there,

I'm currently trying to set up renewal emails to go to customer at specific points in time prior to their Subscription end date.


Ideally, I want emails to go at 90 days, 60 days and 30 days out (essentially, Subscription End Date minus 90/60/30 days).


My subscriptions are not a standard length of time - some can be 12 months, some can be 18 months etc - so these email really need to hang off of the Subscription End Date, rather than using a lengthy wait step at the beginning of the customer lifecycle.


I have my Subscription End Date value in a custom object, along with all other subscription information attached to a lead - but I do not seem to be able to find a way of setting up a timed email off of that date.


I have experimented with using 'in future after 30 days' time constraints, but this grabs every lead within a broad time period after 30 days, rather than grabbing leads whose subscription expires 30 days from today's date. Is there no simple way to apply date calculation, so that an action can be triggered at End Date minus Time Period?


Has anybody had a similar issue before and, if so, how did you resolve it?