How to set up automation emails to my clients .
Status: Closed · Asked by AVINASH AHUJA on · 0 views
Hello, I am Avinash Ahuja Insurance advisor a new member of the Pabbly Family I want to know How I set up auto emails to my clients a week or 2 days before reminder renewing their policy.
Hey @AVINASH AHUJA
You can refer to the following video tutorial on how you can schedule the workflow to send certain data to the selected users.
youtube.com/watch?v=4S9VnZyjfxo
Further, check our Pabbly YouTube Channel where we have more than 1000+ automation tutorials.
Hi Supreme, Thanks for your reply. I want to use it only to remind my clients (BEFORE 7 DAYS OR 2 DAYS POLICY WILL EXPIRE) on EMAIL Email and WhatsApp. For WhatsApp, did I need more Software? It also helps me how to make Google sheets for my clients to send them wishes for Birthdays. Thanks,
Hey @AVINASH AHUJA
You can follow a similar action step to building the automation to send the reminder to your users.