One of the ways to automatically send emails after a certain span of time is via Scheduled Workflow.
Though After Record Submit is the usual trigger that is being used when using the Send Email action, one must take note that it is the
Scheduled trigger which should be used on this type of scenario, or else, the said action will not be triggered.
Below is a sample:
Record Type: Customer
Sub Types: Customer
Execute As Admin: checked
Release Status: Released
Enable Logging: checked
Initiation: Scheduled
Schedule:
Saved Search: <customer saved search>
Repeat: checked
Frequency: <desired frequency>
State 1: Send Email action
Trigger On: Scheduled
Sender:
From Field:
Record: Sales Rep
Field: Supervisor
Recipient:
From Field:
Record: Current Record
Field: Sales Rep
Content:
Use template > Template: <desired template>
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