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Nandhini S 3 What are the ways to send out reminder emails
Hi,
I need to send out reminder emails based on a custom date field. The email should be sent 60,45,30,7 days before the date in the custom field.
Already tried process builder with multiple scheduled actions but it's sending out multiple emails. Even if the date is set to 7 days before today, email is sent out for 60,45,30 and 7 days.
How exactly does the scheduled actions work.
I need to send out reminder emails based on a custom date field. The email should be sent 60,45,30,7 days before the date in the custom field.
Already tried process builder with multiple scheduled actions but it's sending out multiple emails. Even if the date is set to 7 days before today, email is sent out for 60,45,30 and 7 days.
How exactly does the scheduled actions work.
Did you try using record triggered flow and using scheudled actions in it.
Please find the below article which gives instructions about it.
https://automationchampion.com/2022/04/02/adding-a-time-dependent-action-to-record-triggered-flow-2/
Let me know if you face any issues.
If this solution helps, Please mark it as best answer.
Thanks,
Yes, I tried with flow. But it's sending out multiple emails.
I created a record trigerred flow with multiple schedued paths to send out email 60,45,30,7 days before the custom field value.
How does this scheduling actually work
Can we review the flow if possible?
Thanks,