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JeffPhx How to dyamically select which campaign to send, at different time intervals?
Hello, i could greatly use some pointers here. i need to do the following:
any time a new contact is created i need to send 3 campaigns, on day 1, day 90, and day 365. Another catch is that contact indstry type drop down will determine which campaign to send. so the campaign will be selected based on a) industry type and b) number of days .
i would really appreciate any tips (high level outline of the steps) on how to impliment this. I have been studying time based triggers, sending campaigns with basic work flow, but have not been able to figure out the steps to meet the rules outlined above completely. Originally i was told by my boss to use the api and program against this to do the work, but to me that just seems wrong. Based on my little investigation so far, i'm betting that SF can do this by itself by configuring work flow, time based tiggers, etc..
Thanks.
I think a Workflow Rule with this criteria would work:
Industry Type = X
Days = Y
Then send Email A after so many days.
Each combination of Industry Type & Days could have it's own Workflow Rule.. so it could be a lot of combinations, but if each one is going to have unique email to send, I think you'd need that.
Though.. I may be missing what you're looking to do.
All Answers
I think a Workflow Rule with this criteria would work:
Industry Type = X
Days = Y
Then send Email A after so many days.
Each combination of Industry Type & Days could have it's own Workflow Rule.. so it could be a lot of combinations, but if each one is going to have unique email to send, I think you'd need that.
Though.. I may be missing what you're looking to do.
thank you, i think this is what i need. took me a while to figure out how to attach the email template to the time based trigger but i think its working now. just waiting for my email to be delivered to see if it worked (set it send after 1 hour for testing).