Automated scheduled emailing

[Lennu]

Hello

My Sugar is gettings leads from a form at our website. I would like Sugar to automatically send different messages after certain time has passed from filling the form. First message would be sent immediately (thanks for registering), second would be sent a week from filling the form and last one few weeks later etc. Each user should receive each message only once.

Would this be possible with some ready made configuration or plug-in?

Thanks,
Lennu

[ruchida]

Hi

I think this will be possible if you use the workflow function of Sugar Professional or Sugar Enterprise (commercial editions).

[bconvis]

Hi Lennu,

SierraCRM has built a farily powerful workflow engine into Sugar 4.0. It's called Process Manager. What we allow is the follwoing:

On create of lead, contact, opportunity, account - kick off a process
On create of lead, contact, opportunity, account with specific fields set - kick off process
On modify of lead, contact, opportunity, account - kick off a process
On modify of lead, contact, opportunity, account with specific fields set kick off process

For instance; Change Sales Stage to xyz kick off process. Change Lead Status kicks off a process.

What is a process?
A process consists of stages and stages consist of tasks.
So a one to many from process to stage and one to many from stage to task.
Stages can be set to run immeadeatly or be delayed by hours, days, months, years.

Tasks are the following:
Send an email using a template
Create Task and assign to yourself or assign to another person
Schedule a Call and assign to yourself or assign to another person

Finally - We link Process Manager with our Marketing Campaigns module allowing you to run campagins such as sending out a birthday email each day.

Happy to show off this cool technology if you contact us.

Bill Convis
CTO
SierraCRM, Inc.
bconvis@sierracrm.com

[pramodhc]

We are using Sugar4.5.0h Pro edition. We never succed in executing a workflow based on time(time elapsed execution). Can any body help ?

regards
Pramodh