How to set up automation emails to my clients .

[AVINASH AHUJA]

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.

 

[Supreme]

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.

Further, check our Pabbly YouTube Channel where we have more than 1000+ automation tutorials.

https://www.youtube.com/c/Pabbly

 

[AVINASH AHUJA]

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,

 

[Supreme]

Hey @AVINASH AHUJA

You can follow a similar action step to building the automation to send the reminder to your users.