How to send bulk campaign emails one or three days before the Due Date
Hello Community,
I want to send bulk emails/email campaigns based on the Due Date field from my data (Invoices or custom objects).
The requirement is to send reminder emails automatically one day or three days before the Due Date using existing records, not manual delivery. Can you explain step by step how to edit the campaign flow for this requirement and list the elements I need to use?
Currently, in my Campaign Designer (Creatio 8.3.2 Freedom UI), I only see:
- Add from events, landing pages, web pages
- Add audience
- Timer
I don't see the Wait until date element.
Thank you.
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Hello,
Unfortunately, it is not possible to implement the requested task using campaign elements. However, it can be achieved by using a business process.
You can configure a business process that is triggered, for example, when a new invoice is created. Then, use the Read Data element to retrieve the required information, including the value from the Due Date column. After that, use the Formula element to subtract 2 days (or any required number of days) from the Due Date, and finally send an email notification to the appropriate contact.
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