Does anyone know of issues with setting up "Message Placeholders"?? I followed the steps, refreshed, logged out, then back in but nothing happens. Not sure what Im doing wrong. Ive attached a screenshot.
I am trying to build/find a Bank Statement Checklist that will notifiy me of all missing bank statements. For example, as of today, we should theoretically all bank statements from October 2018 and prior. I would like a monthly email sent out notifying me or somebody of all missing
I have noticed that the criteria for sending update requests to an individual in a 'contacts' column can be set for a specific date, but I am looking for the ability to send a routine monthly reminders/updates to these individuals on a recurring basis.
After we have a speaker attend an event and deliver a speech we have prepared, we would like to automatically send them a form to fill out asking what worked well, what needs further work etc as many speeches are different versions of similar material. I can link the cells from the