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Schedule emails based on real-time conditions

0 Votes

I was an active campaign user which had very sophisticated email scheduling.  One of the features they had which I realize I need is the ability to send an email if my custom date field matches a current date.  I have memberships and would like to send clients an email reminder that their membership is about to renew.  Right now my membership is small, so I can manage it manually but hopefully when it grows, I will need this functionality and will need to go elsewhere if I don't have it.  Thank you for listening.  I do love the simplicity of your product though.

3 Comments
William_A
Administrator
Status changed to: Clarifying

Hello @SiuPing ,

 

Would using the existing Anniversary date automation type work for these needs? Otherwise, there's nothing currently in the system for setting up an automation based on a date custom field.

SiuPing
Rookie

Oh, I think that would work.  Thank you very much.  I will try that out.

William_A
Administrator
Status changed to: Closed - No Action
 
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