Can anyone recommend the best filter to add to trigger an email send to our customers that reach a 3 year and 5 year anniversary of opening an account with us. I assumed it would look something like this, but I want to be sure. Thanks in advance.
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Hi Lucas,
1/ Regarding your filter, here are a few remarks:
1.1 You need to use the OR operator in the root filter not ADND, so that the condition is:
3 years (1095 days)
OR
5 years (1825 days).
1.2 Currently, you are checking customers whose Contract Date field is within the range of the last 1095 days or 1825 days, meaning from today to 3/5 years back.
You need this to be a filter for Contract Date > the previous 1095 days.
1.3 As I understand it, the task is to ensure the email is sent only once when users reach the 3/5 year mark. Instead of sending the email repeatedly, I recommend adding a field, such as a checkbox labeled "Anniversary Emails sent", and set this checkbox during the same process.
Then, add a condition to the business process trigger:
Anniversary Emails sent != true.
1.4 We recommend running the process on a timer rather than a signal, once a day at a specific hour.
This way, the process will check all records where the Contract Date exceeds 3/5 years and send the email to those who haven't received it yet, doing this every day.
2. Overall, it's important to understand that such a filter won't account for leap years. Another possible solution:
- 2.1 Add a column "Send anniversary email date" and populate this column using a process with a formula element where Contract Date.AddYears(3).
Then add a condition to the timer: "Send anniversary email date" = Today, and the process will send emails to all users whose "Send anniversary email date" is today.