Automatic Email Renewal Applications

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I would like to create a workflow where when our members renewal date is a year from TODAY, that an email is sent out reminding them to renew their membership. I have a report created and linked to the Emma Group. Just need help with the workflow.

All help is appreciated.
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New York Academy of Medicine

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Posted 11 months ago

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Zach Sharpe, Employee

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Good Afternoon!

To create a workflow around this you would need a date-based contact field setup in Emma. From here you can setup a new automation workflow within your Emma account that sends a particular mailing a year before the specified date. 

If you already have a date field set up in Salesforce that is populated with the information you are looking to use, it is as simple as creating the contact field in your Emma account then mapping this to Salesforce. 

I will include our resource center article on creating automation workflows, contact fields, and a screenshot of the beginning of this workflow construction for reference:

Managing Contact Fields:
https://support.e2ma.net/Resource_Center/Account_how-to/managing-contact-fields

How to Use the Automation Workflow Builder:
https://support.e2ma.net/Resource_Center/Guide_to_Automation/How_to_use_the_automation_workflow_buil...

I hope this helps and feel free to reach out to us by phone or email, both found at http://myemma.com/contact/support, if we can help with anything else!




Cheers,

Zach