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Bulk Merge Email send automatically to customers(members) for renewal

edited Nov 22, 2019 4:54PM in CRM 1 comment

Hi All,

We would like to automate sending email to customers/members that are due for renewals (yearly renewals).  Currently the manual process is;

  - User opens Bulk Merge - Email
  - Selects the Group Type and Group (this is linked to a Saved Search that pulls members data due for renewal)
  - Selects the Template
  - Merge & Send


I am thinking a workflow might do the job, any suggestions please!

Regards,
Mujeeb

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