Getting full power over your files at any time is essential to relieve your everyday tasks and improve your productivity. Achieve any goal with DocHub tools for document management and practical PDF file editing. Access, change and save and integrate your workflows along with other protected cloud storage services.
DocHub provides you with lossless editing, the chance to use any format, and securely eSign documents without having searching for a third-party eSignature option. Obtain the most from the document management solutions in one place. Try out all DocHub capabilities right now with the free of charge profile.
[Music] hey there marketers this is Natalie with the influencer marketing platform and today we are talking about contract renewal reminder series so if you have a CRM system thats capturing a contract renewal date and youd like to automate some campaigns to support that renewal this is a great way for you to start building out some workflows and influence they can definitely get you there so in this case were taking a look at a workflow that basically looks at two different reminders so we have one thats going to be a contract renewal in 60 days and another thatll send a reminder after 30 days so to get started with a campaign like this the first thing we want to make sure is that were syncing over the contract renewal date from our crm system in the influence thats so that we can build out a query just like this that says contract renewal in 60 days so here we have current date plus 60 days well save that as a dynamic group and then well put this here into the workflow so t