Send renewal offer emails from due tasks list
Send renewal offer emails from due tasks list
Your renewal tasks don't trigger outreach, so customers miss timely reapplication prompts. Send a targeted renewal email when a task hits the configured status so managers contact customers same day.
Overview
When renewal tasks sit in your project list without automated outreach, customers can slip past reapplication windows. This flow turns task triggers into same-day, personalized renewal emails so account managers deliver timely outreach and keep pipelines replenished.