Help needed about Reminders/Emails/Status change automation after a period of time

[Vasil (Vasil Kiryazov)]

Hello,

Tried to find something similar but without success. Sorry if this one is already discussed somewhere else …
What i need to achieve is the following :
I want when my offers are once in “offered” stage an automation to start counting 60 days and then to change the stage to my custom one called “1st reminder” and immediately send an email template to the email from my “Email” column …
Then after 15 more days to change the stage to “2nd reminder” and again send a template mail to same person related to his unique offer
I need this to happen for every of my offerings so if someone of you could help me how the automation should like , I’ll appreciate your help.

Best regards,

Vasil Kiryazov

[BiancaT (Bianca Taylor)]

Hey Vasil,

This may need some tweaks and adjustments based on your specific needs, however could a recipe like this work for you?

You can essentially build out a similar recipe based on the days counting down - does this make sense?

[Vasil (Vasil Kiryazov)]

Hi Bianca,
Much appreciate your advise .
I need something similar let’s say but the most confusing part to me is with the “Date” because i need a mail to be sent 3 times in every 30 days from the date on which the request was created ( 3 reminders and then to expire / 3 strike rule … ) . Each time the status should automatically change.
I should play around a little bit more but if you know how to structure the automation for my exact purpose please let me know.