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ChiJerry Setting up multiple time dependent workflow email alerts
I would like to send an email using an HTML email template to a contact as follows:
30 days prior to each appointment scheduled
1 day prior to each appointment scheduled
For example, if I schedule an event with a contact on April 30th, I want an email to be sent out April 1st and on April 29th. Both emails would use the same email template.
I have used workflow rules with immediate and time-dependent workflow actions with no success. My evaluation criteria on the workflow rule is everytime a contact is created or edited and when the previous criteria were not successful. I am using the contact object as the basis for the workflow rule, because I cannot send out workflow email alerts on events. I am trying to use the Last Activity field on the Contact object as a basis for the date on which to base on the workflow rule. So, the latest scheduled event would be the basis on which the event email gets triggered.
Has anyone ever configured anything like this before.
I have something similar set up that is only working intermittantly and I can't figure out why. Any advice would be appreciated! It sets up the task and email appropriately for some contacts, but not for others.
-Formula field on the Contact called Renewal_Date__c (calculated off another date field on the Contact)
-Workflow rule set up
-Time-Dependent Workflow Actions: