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Hello! I want to send an automatic email to customers on December 1st to remind/teach them how to set up Fiscal Year for the next year. Is there a way to automatically send this email from the system if there is no event that triggers it? 

I thought about using Business Event but I can’t think any changes in the system that would process this, other than maybe when system date changes? But I’m not sure if that can be done with Business event.

I also thought of Automation schedules, but I don’t have a screen ID to use that would cause this email to send… 

Any ideas? Thank you!

Hi @jzhu ,

You should be able to do this using a business event set to “Trigger by Schedule”.  The screen will be a Generic Inquiry that you create to select the customers with email addresses for distribution.  

For the schedule, you can choose monthly on a specific date, and set the recurrence to every 12 months.

 

Hope this helps!

Laura

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