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    Lisa Richards
    How to trigger a Mailing from a Task workflow
    Topic posted January 10, 2019 by Lisa RichardsBronze Medal: 1,250+ Points 
    75 Views, 5 Comments
    Title:
    How to trigger a Mailing from a Task workflow
    Summary:
    Can a Mailing be trigger from a workflow
    Content:

    Hi all. We have a need to trigger a mailing from a WF. Currently the WF pushes to a survey that, depending on the response, triggers a mailing. For efficiency, it would be great if the WF itself could trigger the mailing based on a 'post set field' named event. For example:

    CURRENTLY:

    WF script has option for "Wrong Number". When button clicked, named event sets Task to solved and adds note "WN". THEN, a survey opens where 'Wrong no.'? question is answered 'Yes' to trigger a mailing to the contact. Save n Close.

    IDEALLY:

    WF script has option for "Wrong Number". When button clicked, named event sets Task to solved and mailing to contact is triggered. Save n Close. 

    Am very much a novice with Workflows so any advice offered will be awesome!

    Many thanks in advance.

    Cheers,

    Lisa

     

    Version:
    18C

    Comment