Workflow Insurance renewal reminder 7 days before

Status: Closed · Asked by AVINASH AHUJA on · 0 views

AVINASH AHUJA — Question ·

See the Workflow Pabbly youtube channel Akash video. I have Set the date and time duration Beta, current date, and 7 days after reminder of my client's renewal of the policy. The result is Year 0 month 0 and day 7 same data is added to the filter but the message on WhatsApp was thrown both 7 days after and 7 days before the current date. Also, guide me same workflow where I will add (+) dates and filter for the same message throw 2 days before. Please help me. Thanks, Akash
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aaron — Reply ·

Really hard to troubleshoot without seeing your steps within Pabbly to figure out what's causing this.

Pabblymember11 — Reply ·

Hey @AVINASH AHUJA

Kindly share the name of the workflow in which you are trying to build the reminder logic to send the message afterward.

AVINASH AHUJA — Reply ·
Hey @AVINASH AHUJA

Kindly share the name of the workflow in which you are trying to build the reminder logic to send the message afterwa

AVINASH AHUJA — Reply ·

Hi Supreme, I am sending messages to my client's reminders 7 and 2 days before their policy will expire. My workflow name is CLONE - [Policy Renewal 7 days before] is working well now 7 days before but I want to add a message throw to my clients 2 days before also in the same workflow. How do I add a filter to this workflow? Thanks and appreciate the reply.

Pabblymember11 — Reply ·

Hey @AVINASH AHUJA

Do you want to send messages before 2 days and 7 days?

AVINASH AHUJA — Reply ·
Hey @AVINASH AHUJA

Do you want to send messages before 2 days and 7 days?


Yes, I want to use same workflow send message to clients reminders theire policy renewal. The workflow 7 days is working , I want to know how I add a filter reminder 2 days before also. Thanks.
Pabblymember11 — Reply ·

Hey @AVINASH AHUJA

If you are using the Iterator action step in your workflow then, we would recommend you use the 2 days delay in another workflow.

AVINASH AHUJA — Reply ·
Hey @AVINASH AHUJA

If you are using the Iterator action step in your workflow then, we would recommend you use the 2 days delay in another workflow.


Hi Supreme, Thanks for the good suggestion.

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