Customer Thank you Email
Answered
How do I make this automatic email send to events that were completed in the last 2 months?
How do I make this automatic email send to events that were completed in the last 2 months?
The same question
Based on the question, I assume you want this to go out to every customer after it's complete but only after the last 2 months. Nothing longer.
Create a filter:
Settings>filters>add new. Name the filter, Select LEAD as the type. Then...
lead status equals complete
AND lead end date last 60 days
Then create the automation:
Settings>Automations>add New
Select the filter as the requirements
For the action Select email, select the template email you want to send or create a new one.
Save and close.
Reopen. Select the number of recipients and see if that list that opens is accurate.
If it is, check the active box and save and close.
Once IO approves the automation, they'll send.
Every time a new lead goes to complete, the automation will trigger.
Based on the question, I assume you want this to go out to every customer after it's complete but only after the last 2 months. Nothing longer.
Create a filter:
Settings>filters>add new. Name the filter, Select LEAD as the type. Then...
lead status equals complete
AND lead end date last 60 days
Then create the automation:
Settings>Automations>add New
Select the filter as the requirements
For the action Select email, select the template email you want to send or create a new one.
Save and close.
Reopen. Select the number of recipients and see if that list that opens is accurate.
If it is, check the active box and save and close.
Once IO approves the automation, they'll send.
Every time a new lead goes to complete, the automation will trigger.
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