kenny.foo's avatar
kenny.foo
Icon for Iress Contributor rankIress Contributor
31 days ago

8th May AMA: I'm Kenny Foo, Xplan implementations expert, Ask Me Anything!

Are client reviews coming around too quickly? Is work piling up quicker than you can get to it? Then workflows may just be what you need!  Have questions like these?: Where do I start with desi...
xplan
bernadette.shiels's avatar
bernadette.shiels
Network Navigator
26 days ago

Hi, What is the easiest way to setup a thread to automate sending emails to selected clients every year to remind them to top up super contributions by 30 June. 

kenny.foo's avatar
kenny.foo
Icon for Iress Contributor rankIress Contributor
25 days ago

Hi bernadette.shiels​, Scheduler's your friend! You can get Scheduler to search for clients that need to top up super (e.g. via client category or marketing/interests, or a Yes/No field you have on your site), and then to either just send an email, or also to kick off a thread for you to follow up and action. See this blog for more details. Also, look out for laura.capozzi​'s upcoming blog on Schedulers! 

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