Workflow - Send Email Template by Contact Category

Follow

Andrew Panes

• 03 February 2016 09:39

I may have just missed it but i couldn't find a way to send an automated email in workflow based on a contact category? This would be really useful. Currently it can be done by user role which we are using a a work around but it would be very helpful to have contact category as an option. Thanks, Andy

0

• 

  Jade Steffensen

  • 03 February 2016 22:56

  Hi Andy, have you looked into the "report row events" feature of workflow engine (see https://axcelerate.atlassian.net/wiki/display/AH/Workflow+Actions+-+Reports)? Depending on your requirements, you should be able to create a saved report based on the "Contact Details - Warehoused" report filtering on the appropriate category as the trigger of the automated task. If contacts within the specific category change frequently, you could have a weekly/daily workflow schedule but use the "Max Every" setting when creating the "Send Contact Template" type automated task to prevent recipients getting the same email over and over. We have a lot of information on workflow in our help guide, but let us know via a support request if you need any further guidance.

  0

  Comment actions Permalink
• 

  Andrew Panes

  • 04 February 2016 01:43

  Maybe it can be looked at for future releases to just include contact category as a selection. Thanks

  0

  Comment actions Permalink

Please sign in to leave a comment.