Membership reminder emails

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Posted on by Community Member

Hi just looking at the best way to auto send out membership reminder emails, by looking at the expiry date on a record ? eg expiry 30/10/2018 email reminder to go out 60 days, 30 days 10 days and 1 day prior to the relevant contact.

Cheers

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Mahendar Pal 45,095 on at

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RE: Membership reminder emails

Hi,

You can multiple options

> You can use workflows and use wait condition to send reminder

> You can use Flow to send reminders

> You can use Azure for this as well

Check this post it will help you : salimadamoncrm.com/.../recurring-jobs-strategies-for-dynamics-crm365
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Adrian Begovich 1,019 Super User 2025 Season 1 on at

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RE: Membership reminder emails

Hi sflouis,

Create workflows to send emails to the relevant contact 60 days, 30 days 10 days and 1 day prior to the expiry date of a record.