Send a series of email at regular intervals to the contacts
Similar use cases:
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Logical Flow:
- Search the records for which the email series is to be activated.
- Search for the records to whom no emails have been sent yet and send them the first email.
- Update the value in the number of emails sent field in Contacts as 1 to indicate that first email has been sent.
- Similarly, search for the record to whom first mail has been sent and send them the second followup email.
- Again update the value in number of emails sent field in Contacts as 2.
- The same process will be repeated till the last follow up email is added and the number of emails sent value is updated accordingly.
- To stop the email series, in the last step while modifying the number of emails sent value, deactivate the Email Series start checkbox by setting its value as False.
This example sends a series of emails to the lead from the salesperson to whom the lead is assigned to or from any other user.
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- When to execute: Daily/Weekly/Monthly
- On which records: Contacts
Since this UTron workflow would require some additional steps we’ll have to switch to “Need Advance Cases”. You’ll find that option on the top right-hand corner of the screen.
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Select records from Contacts –
Where Email series start (checkbox) value is = True
(In the next step, select the contacts who have not received any emails. To check this, we’ll put a condition on the numeric field that we added to keep track of number of emails sent. The condition will be as follows)
Filter criteria: Where Number of Emails sent is not “Having Value”
In the “YES” section of the above filter perform the following actions
Action: Send first follow up email to contacts which satisfy the above condition.
Update the value of the number of emails sent field to 1
For the second follow up email, we’ll have to add conditions in the NO section of the first condition.
Filter criteria: Where Number of Emails sent is = 1. (You’ll have to manually enter the value as 1 by clicking on “Enter Input Value”)
This is how the screen will look like once you manually the imput the number. Once you hit “Save” the condition will be applied.
In the “YES” section of the above filter perform the following actions
Action: Send second follow up email to contacts which satisfy the above condition.
Update the value of the number of emails sent field to 2.
For the third follow up email, we’ll have to add conditions in the “NO” section of the second condition.
Filter criteria: Where Number of Emails sent is = 2. (You’ll have to manually enter the value as 2 by clicking on “Enter Input Value”)
In the “YES” section of the above filter perform the following actions.
Action: Send third follow up email to contacts which satisfy the above condition.
Update the value of the number of emails sent field to 3.
If you wish to stop the series at this point, update the value of Start Email series checkbox as false to stop the email series or else you can continue the UTron by following a similar process as above.
On this screen, you can see which records satisfy the above conditions and will be receiving the email
On this screen, you can see which records will be receiving which email.
To save the UTron you will have to click on the checkbox and click on “Schedule” button.
On this screen, you can choose when the email is supposed to be sent : Daily/Weekly or Monthly and at what time should the emails should be sent. You can also set the duration for which the UTron is expected to run.
