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Need Age Based Customer Outreach Emails


rflaherty57

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Hi everyone, I am new to the forum, so if this is posted in the wrong category, have pity on me!

 

The problem I have is that I need to send customers an "outreach" email, based on how long they have been a customer. IE: customer at 30 days after signing up gets an email that say "Hi, you've been our customer for 30 days, etc. Then at 60 day, 90 days, etc.

 

If it is not possible to do this, what could I use to generate a custom report that would show their age? (I would far prefer the automated emailing option to a report).

 

Thank you for your help!

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I think the Email Marketer would be ideal for this task...

 

http://docs.whmcs.com/Email_Marketer

 

you can then setup custom emails that will be sent after 30, 60, 90 days etc after they first signed up...

 

with regards to reports, you could use the Clients report - though it would only give you a creation date, so you'd have to modify it to calculate their age... but Email Marketer should fulfil your requirements, so you probably won't need to worry about the reports.

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