AVINASH AHUJA
Member
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.
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How to set up automation emails to my clients .
- Thread starter AVINASH AHUJA
- Start date
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Pabblymember11
Guest
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.
www.youtube.com
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.
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AVINASH AHUJA
Member
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,
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Pabblymember11
Guest
Hey @AVINASH AHUJA
You can follow a similar action step to building the automation to send the reminder to your users.
You can follow a similar action step to building the automation to send the reminder to your users.
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