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 "Residential Retail" (Workflow Types vary depending on your settings)
  5. Select +Add Condition again
    1. If "Status" is"Pending Payment" (Status names may vary depending on your Workflow)
  6. Check the radio 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 click Save
  10. 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.