Keep customer mailing dates updated for marketing owners

Marketing coordinators miss info-mails when new records lack mailing dates. This flow calculates and stores customer's next annual mailing date and days-until so coordinators can prioritize outreach.

Overview

Missed annual info-mails create gaps in campaign cadence and weaken customer engagement for marketing. This workflow ensures every customer record stores the next annual mailing date and days-until field so coordinators can prioritize outreach, preventing late mailings and enabling faster campaign handoffs.

Notable Features

Calculate next annual mailing date
Populate customer's days-until field
Notify coordinators of upcoming mailings