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How to create a WF to send an email to the costumers for birthdate.

Question asked by rnsolucion rnsolucion on May 5, 2014
Latest reply on May 8, 2014 by rnsolucion rnsolucion
This conversation has been merged. Please reference the main conversation:

1. I fill the "birthdate" field with the next birthday (example: born 14/10/1986 - next birthdate 14/10/2014). 
2. WF: Leads / Condition: When (birthdate) is less than 0h   from now / Alert: Send congratulation using a template to the lead /   Action: There is no action ptrogrammed 
Expected result: 
- An email is sent to the costumer de day of his birthday (filled in &birthdate& field) 
Actual result: 
- Nothing happens