How do I create an Automation to send a payment reminder to a non-paying Contact?

This Time-based Automation will send payment reminder emails if a Contact has been sitting in a Payment Pending Status for a set amount of time.

Prior to creating this Automation, make an Email Template that will be sent out as the Action.

Recipe:

  1. Choose the "Time based" trigger type
  2. Select the "Contact" trigger record
  3. Run this automation: "X " (Where X is the amount of time in Minutes, Hours, Days, Weeks, Months, or Years) "After" "Date Status Changed"
  4. Select +Add Condition
    1. If "Type" is equal to "Residential Retail" (Workflow Types vary depending on your settings)
  5. Select +Add Condition again
    1. If "Status" is equal to "Pending Payment" (Status names may vary depending on your Workflow)
  6. Check the radial for "Require all conditions to be true"
  7. Select +Add Action
  8. Choose the "Send Email" Action
  9. Select the appropriate Email Template from the drop-down menu, add your recipients, and then Save
  10. Save the Rule when you are finished

Recipe 10 - Payment Reminder

 

Note: The chosen recipients, such as the Primary Contact and/or their Related Contacts, must have valid email addresses for emails to successfully send out via Automation.