If you want to do things like:

• Automatically email an Organization after you sell something,
• Send a special type of email only to Organizations that bought something,
• Send an email some time period after an Organization bought something  (e.g., a year),
• Send a thank you note to someone the day after they purchase an antivirus subscription, or
• Send a reminder to an Organization that purchased an item/service that needs annual maintenance to bring their device back to you.

This document describes one way to accomplish this in Syncro.

Note: Customers are in the process of being renamed to Organizations, and Contacts to End Users. You may see both in Syncro for the time being.

Add a New Warranty Template

1. Navigate to Admin > Inventory - Warranty Templates. 
2. In the upper right, click New Warranty Template. 
3. Fill in the details, entering “12” for the Term Months:
   
4. Click Create Warranty Template.

Add the Warranty to an Inventory Item 

1. Click the Inventory tab. 
2. In the upper right, click New Item (or edit an existing antivirus product). 
3. Fill in the details, selecting the warranty template you added above from the Warranty Template dropdown menu: 
   
4. Click Create/Update Product.

Add the Item with the Warranty to an Invoice 

Note: We are putting this step here to have something to test. You can do this now or when you actually sell the item.

1. Click the Invoices tab. 
2. In the upper right, click New Invoice. 
3. Select a customer and click Create Invoice. 
4. Add the antivirus product you added above:
   
   When you scroll to the very bottom, you'll see the added Warranty Information with the expiration date:
   
5. Near the top, click Take Payment.

Create a Saved Organization Search

Note: For detailed instructions on this method, see About the Organizations Tab/Page.

1. Navigate to the Organizations tab. 
2. On the far left, click the magnifying glass icon. 
3. Click New Search.
4. Enter a name in the Search Name field, such as “SSL Renews in one week:”
    
5. Check the Customer Warranty Expiration box. 
6. Enter the number of Weeks in which it will expire (53 in our case). 
7. Check the Customer Warranty Name box. 
8. Click the “is” radio button, then click the dropdown that appears and select the name of the warranty you added (“One Year SSL Renewals” in our example). 
9. Click Save. 
10. Close the search panel—click the X in the upper right. 
    Syncro displays a list of all Organizations that match the criteria you selected, which tells you whether your parameters are correct.

Create Mailer Campaign 

1. Navigate to the Mailer tab. 
2. Inside the Custom Campaign box, click Start. 
3. Enter a Mail Campaign Name, such as “SSL Renewal in one week:”
   
4. Select the Automatic Triggered Mailing radio button. 
5. In the Trigger Mailing When field, enter 357. This will send out the mailer 357 days (51 weeks) after the invoice is paid.
6. Click the Saved Customer Search dropdown and check the box of the saved search you created above. 
7. Enter an Email Subject:
   
8. Enter your Email Body. 
9. Click Create Mailing. 
   Syncro will send the campaign once a day to anyone who meets the criteria, and it will only email them once.

Tip: If you want to remind an Organization shortly after the item is purchased to make them aware of the annual renewal, you would create another saved search similar to before, but with the Customer Warranty Expiration set to 53 weeks. Then, create another Custom Campaign where you select that new saved search and set the Trigger Mailing When to 1 day.