I'm adding this here for future reference. I was testing and the cron was not firing as I missed a couple other settings.

I realized I forgot to add the 3rs part of the condition "Condition 1 (> for Dates)" A=B - Does this look correct?

The other item was in the group tab. I had not accounted for free members (i.e already enabled) who upgrade to a paid plan and pay offline. They should also get the email with instructions. So I set "Applicable to enabled/blocked users" to all.

Thank you.

Just a quick question about the cron frequency, you mentioned running the:

"Url of cron task to both process mailer rules into queue and then to process mailqueue" once per day."

In my case I have set up the mailer to send an email to those who paid offline. Does the 'once per day mean' that if the cron fired already, and someone sign up after, won't get the email until the cron fires the next day? If so, and I set the cron to fire more frequently, it shouldn't cause any sire performance issues will it? ( I prefer people receive emails almost as soon as they sign up.)

Then you shouldn't be using CBSubs Mailer for that. You should be sending the email immediately with something like CBSubs Emails, the presentation tab emails, or CB Auto Actions and its Email action.

Oh, how did I miss those? The only thing though is I only wanted a specific email to go to those that paid offline. The email was basically a targeted welcome message along with further instructions on how and when to pay.

BUT, I just found the "Substitutions in Thank You messages and workflow Emails" section further down the Presentation Tab! I think the "Email on pending payment of manual renewal" is what I need!

Question: For the on-screen message set up under "Thank-you text (payment pending", will this only show up for off-line? The helper says this text displayed appears if the payment is pending or registration is pending. If I set the global registration up to have users confirm their emails before activating accounts (even those that pay by credit card), would this message show up for them to?

I'll also explore AutoActions to see some other possibilities too. I'm not clear on where I configure CBSubs Email - or is that the "engine' that runs the email sending?