Passa al contenuto
Menu
È necessario essere registrati per interagire con la community.
La domanda è stata contrassegnata
1 Rispondi
4631 Visualizzazioni

I am sending Contracts to Customers to sign.

If they don't sign within 3 days, I want to remind them every 3 days until 15 days have passed, at which point I want to email them to tell them the Contract has expired.

How can I set this up?

Avatar
Abbandona
Risposta migliore

This might work well:

Create an Automated Action that uses a timed condition based on the creation date of the Signature Request:



The Email Template (1) is what will be sent to the Customer. 


You would setup one Automated Action for each interval - 3, 6, 9, 12 days - and then one final Automated Action for the 15 day interval - that one telling the Customer that the Contract would not be continued.

Avatar
Abbandona
Post correlati Risposte Visualizzazioni Attività
0
feb 25
1168
1
apr 25
4109
2
mag 16
10743
2
lug 25
6104
0
nov 24
1335