My time-based automated workflow is not emailing contacts
I created sheet and added 3 columns:
- Date Last Inspection
- Inspection Cycle (dropdown: Annual, Bi-Annual, Monthly)
- Contact Email (inspections)
I setup an Automation "Notify Contact Inspection is Due (Annual)"
- Trigger 365 days after a date on 'Date Last Inspection'
- Condition 'Inspection Cycle' is one of: Annual
- Alert someone: Send to contacts in a cell" Contact Email (Inspections)
When I back-date the Date column for 365 days ago and save, it doesn't email the contact.
Note: My Notifications under personal setting is checked to include my changes & Automation settings is 'Unrestricted'
Answers
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Did you set the date to "tomorrow" and then wait until a little after 8:00am to see if it went through? It would not trigger as soon as you change the date.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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i set the trigger date to be over a year ago (more than 365 days) & saved it 2 days ago, thinking email would eventually come, and it never did.
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Try setting it up so that it is a daily trigger and the condition is where the date is 365 days in the past.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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It worked. created another condition, as you said, where 'Date Last Inspection' is not in the last (days): 365
It was set at a Weekly trigger but i changed to Daily. Thank you Paul :)
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Happy to help. 👍️
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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