Send a form once 2 weeks after date shipped

jackie_t23 · 02/14/19

We send samples to our (potential) customers and we want to send a brief update form to the contact in the email to understand the success of the sample.

We want this form to be sent once and 2 weeks after the date shipped.

I tried investigating notification but I can't limit the notice to send once and on changing dates.

Is a workflow possible? Or do we have to have trigger to our email and do it manually?

Thank you

Jackie

Andrée Starå · 02/14/19

Hi Jackie,

That workflow is possible!

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, andree@getdone.se)

Hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Paul Newcome · 02/15/19

You could have a helper column that will add 2 weeks to the shipped date and then set up an update request to send on the date in that helper column.

jackie_t23 · 02/15/19

thank you!

that is exactly what i did.

thanks to Andree too.

Andrée Starå · 02/15/19

Happy to help!

Best,

Andrée

Paul Newcome · 02/15/19

Happy to help.

Send a form once 2 weeks after date shipped

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