How to send email reminder for 7 days

Dizy M
Tera Expert

Hi everyone!

 

Need your help in creating flow designer.

 

What we need is to send email reminder for 7 days if the manager still has not been answer the survey. For example the manager received the survey email today but doesnt take the survey. Tomorrow, the manager still doesnt take the survey . On the 3rd day, the manager took the survey then it will stop sending the reminder email.

 

So ,I created a flow designer that runs every 7AM. My question is how can I just send this email for 7 days only?

 

DizyM_0-1691591556175.png

 

 

I'd appreciate your help! 

2 REPLIES 2

Harish KM
Kilo Patron
Kilo Patron

Sanika Subhash
Tera Expert

HI Dizy,

 

To send a reminder email on the 7th day only if the manager has not yet taken the survey, flow configuration as follows:

1. Create a new flow in Flow Designer.
2. Add a "Loop" action to the flow.
3. Configure the loop to run indefinitely by leaving the "Maximum Iterations" field blank.
4. Inside the loop, add a "Check Condition" action.
5. In the condition builder, check if the manager has not taken the survey yet. You can use a condition like `Manager Survey Taken` is false.
6. If the condition is true, add an "Email" action to send the reminder email to the manager.
7. Configure the email action with the necessary details like the recipient, subject, and body of the email.
8. After the email action, add a "Wait" action to pause the flow for 24 hours (1 day)
9. Connect the "Wait" action back to the "Check Condition" action to create a loop.
10. Add a "Counter" action to the flow.
11. Configure the counter to increment by 1 after each iteration of the loop.
12. Connect the "Counter" action to the "Check Condition" action.
13. Add a "Check Condition" action after the "Counter" action.
14. In the condition builder, check if the counter value is equal to 7.
15. If the condition is true, exit the loop.
16. Save and activate the flow.

With this updated configuration, the flow will run every day at 7 AM. It will check if the manager has not taken the survey yet and send a reminder email. After sending the email, it will wait for 24 hours and then check the condition again. This loop will repeat until the counter value reaches 7, at which point the flow will exit.

Make sure to test the flow thoroughly to ensure it behaves as expected and sends the reminder email on the 7th day only if needed.

 

Please it as helpful or correct.

 

Thanks,

Sanika