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Saved Search with Scheduled emails for past due customers

edited Jan 3, 2020 1:21AM in Search / Reporting 10 comments

Hello everyone...i am trying to create a saved search and schedule an email that gets automatically sent to customers on a timed basis (monthly, weekly, etc.)  I want the email to get sent to all customers that are past due based on their current account "days overdue" field.   Overall, I want to be able to customize several messages that will be sent to customers at different tiers of past due age (i.e. 0-30, 31-60,61-90,90+)

I have been unsuccessful in getting this message to trigger based on my saved customer search.  Here's what I currently have setup:

Criteria tab :

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