Rule Name | Reminder about Subscription Renewal |
Description (optional) | Send subscription reminder emails |
When | On a Date/Time |
Execute | 15 days before Next Renewal Date |
Execute at | 9.00 am |
Recur | Every Year |
Which records the rule should apply to? | Records matching certain conditions |
Criteria | Subscribed for IS Zylker's Travel and Tourism Magazine Subscription Renewed IS No |
Instant Action | - |
Action | Tasks > New Task |
Subject | Call the Customer |
Due Date | Next Renewal Date minus 15 days at 9.00 am |
Scheduled Action I | Set action to execute 5 Days After Rule Trigger Date |
Action | Email Notification |
Name | Reminder Email for Subscription |
Scheduled Action II | Set action to execute 10 Days After Rule Trigger Date |
Action | Email Notification |
Name | Second Reminder Email for Subscription |
Scheduled Action III | Set action to execute 15 Days After Rule Trigger Date |
Action | Field Update |
Name | Subscription Canceled |
Update | Subscription Status = Canceled |
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Write to us: support@zohoforms.com