Brevo emails left: —
How this tab works
- Due today shows everyone who can get a reminder right now. The rules are applied for you: day 4 for MISSING IBV / EXHAUSTED and DENIED - GHOSTING, day 31 for the other DENIED / CANCELLED (leads from before 20 Oct: day 4 in every status), every 14 days (monthly after 90 days), a 2-day gap after any other marketing email, no clients, no Quebec, no unsubscribed.
- Each person gets the right email automatically (#5 Finish · #6 Start · #7 Apply again · #8 We missed you), rotating V1 → V2 → V3.
- Send one to me first sends one copy of each email to info@ only. Then Send now or Schedule.
- A batch runs in the background: you can close this page. Every send is written to the Retarget Log, every batch to History.
- This tab sends emails only (no texts).
1
Due today
Reading ClickUp…Reading ClickUp, the Retarget Log and Brevo (about 10 seconds)…
2
Choose
Nothing is sent at this step.
Batch
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How this tab works
- Due today shows COMPLETE clients who can get a renewal offer right now. The rules are applied for you: first offer 2 days after the loan is completed, then on each client's Renewal Date (the date you set when you move them to COMPLETE picks their day), or 7 days after their last offer if no later date is set. Any renewal or rollover offer counts, including the ClickUp triggers. Days are calendar days in Toronto time, with a 2-day gap after any other offer or marketing message.
- After each real send, the tab moves the client's Renewal Date in ClickUp to the same day next week (their newest COMPLETE task). Tests never change a date.
- Left out automatically: anyone with a new loan (LMS) or an open Loan Central task, anyone in collections, "No offers" ticked, Renewable = No, unsubscribed in Brevo, Quebec.
- Every offer is an email from support@ (rotating V1 → V2 → V3). A text from Salesmsg goes with each of the first 4 offers, then every 2nd offer (6, 8, 10…), spaced 5–10 seconds apart and only between 8 AM and 9 PM in the client's own time zone; a held text goes with the next offer.
- Send one to me first sends all 3 email versions to info@ and all 3 texts to your cell. Then Send now or Schedule. Every send is written to the Retarget Log, every batch to History.
1
Due today
—Reading ClickUp and the Retarget Log (about 10 seconds)…
2
Choose
✓ Email (support@) · always sent
i
Nothing is sent at this step.
History
Last 10 batches, newest first · times are TorontoLoading…