This object is in archive! 

Email Center:Yearly Reminders-Question

Rebecca P. shared this question 10 years ago
Answered

Is there a way to have yearly reminder emails ONLY go to certain clients? (I want it to go to corporate but not brides)

Best Answer
photo

You cannot set the auto emails to only go to certain customer types, but you can disable certain emails on each lead.


1. Filter your leads by customer type by going to Leads->More Filters (bottom-left) and set the Status to Completed

2. For each lead, go to the Auto Email tab, edit and check the Yearly email to Prevent Sending

Comments (1)

photo
1

You cannot set the auto emails to only go to certain customer types, but you can disable certain emails on each lead.


1. Filter your leads by customer type by going to Leads->More Filters (bottom-left) and set the Status to Completed

2. For each lead, go to the Auto Email tab, edit and check the Yearly email to Prevent Sending

Replies have been locked on this page!