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:

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

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

Engage: Easily add an Action to any Automation to include a text message with Engage. Follow these instructions to create Engage Text Automations.