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Saturday, March 16, 2019

Sending daily reminders/email alerts before Event Start Date

Use Case


Business has a requirement to send to daily reminders/email alerts from 20 days prior to Event Start Date until event is not complete.


Solution


I was answering this question (How to send daily reminders/email alerts before event start date) and thought that it might be beneficial for other too. This kind of use case it also applicable to send birthday wishes to Contacts every year.

Here is the way to solve this use case.

Create a workflow rule based on `Event Start Date > Reminder Date` with other criteria like status is not closed.

Create a time-dependent workflow like `1 hour after Reminder Date`. Here you will send an email and most importantly, update `Reminder Date` field to next date.

System will compares the dates and every day until Event Start Date it will send reminders.

Flow will look like this:




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