How to send notifications before 'X' days of the Bill Cycle Day

[Nirmal]

Question: Please explain how to send a notification before X days of the BCD(Bill Cycle Day) for each customer?

[Nirmal · Accepted solution]

We can configure notifications for use case specific to sending email notifications before 'X'  days of the Bill Cycle day for each customer.

Instead of using NOAE(Notification on Any Event)we can make use of workflows to achieve this functionality.

Step1: Create a New Workflow

workflows-> Add

i)  Add the details of the Workflow Name and Email to the Settings page before starting with creating the Workflow tasks

Step 2: Create a Workflow task from : Start->Retrieve->Query

i)Provide the required object and fields that you want to retrieve

ii) Add the conditions for retrieving the accounts which have bill Cycle day 'X' days from now (ex: configured for 14 days)

Step 3: Add the Iterate Task

Step 4: For each Iterate create a notification task

i) Provide the Workflowname, Workflowemail details and uncheck the “Preview Only” Checkbox to send email notifications.

ii)  Update the body of the email

Once completed, Run the Workflow to check the Customers having Bill cycle Day 14 days from now, are sent notification that your bill cycle is within 14 days and take the necessary action related to that.