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Question

Creating and sending customer reminders via an automated job? Experiences

  • February 26, 2026
  • 1 reply
  • 14 views
Maren Hellemann
Do Gooder (Customer)
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Hello everyone,

A request has been made to update the process for sending customer reminders. We are currently working on a proposal, which will involve sending reminders to customers via email. It is essentially semi-automatic.

 

The idea is that a job will be set up to send out reminders via email on a daily basis without the user having to create a reminder proposal.

 

Do you have similar requirements and/or experience? How did you implement this?

 

1 reply

Maren Hellemann
Do Gooder (Customer)
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  • Maren Hellemann
  • Author
  • Do Gooder (Customer)
  • March 6, 2026

A consultant helped us. Not ‘out of the box’, as the process still requires “acknowledgement” and ‘print reminders’, i.e. human interaction (and probably quite deliberately so). End-to-end automation could probably be set up via events or workflow. Or by modification, of course.

 

We still need to test it. But that's a start.

 

 

 

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