Alerting & Workflow

Advise the customer that their subscription is due

For example – automatically send an email when a renewal date is less than one month away. Step 1 Create an email template. Settings > Email template > New Enter a name and a description. Select the object the date is associated with eg Contact/Profile Enter the Subject line and body of the email You can add information from Gold-Vision eg the renewal date by adding the item data field from the drop down.    
Step 2

Create a Reminder Alert

Conditions – eg: when the Renewal Date is less than 1 month

Action – Send an Alert via email, select the Object Contact and the relevant template.

You  can include links to Gold-Vision items on the template but note that they are only clickable by Gold-Vision users

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