Affinity's powerful workflow automation tool, also known as “Rules”, reminds you to contact people or organizations in a list based on their statuses and priorities.
Only administrators of lists can create reminder rules. You can do this by:
- Going to your list
- Pressing the ellipsis on the far right under the Share button
- Choosing List Settings from the dropdown menu
- Pressing on Rules
- Adjusting the settings to your preference by clicking on the blue buttons. For each reminder, you can specify who to remind, the status or priority of a contact, the owner of the contact, how many days you want to wait until being reminded, and what kind of touch point you’d like with that contact
You can make as many rules with as various combinations as you’d like. To see all the rules you've created, simply press View Rules.