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Thread: Automated Delayed Email Scheduling

  1. #1
    GlennZ is offline Junior Member
    Join Date
    Jun 2010
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    Default Automated Delayed Email Scheduling

    I'm just on a trial but I would like to do the following...

    Go into an account and set a date for a future event involving that account. The action of scheduling that event on a specific date would kick of a workflow to automatically send email reminders to certain emails associated with that account at set time periods before the event. So, the emails would go out 2 weeks before the event, 1 week before the event, the day before the event, etc. Does this functionality exist?

    I see that the workflow can automate an email to be sent with an event trigger, but I don't see anyway to do it based around a certain date.
    Last edited by GlennZ; 2010-06-12 at 12:41 AM.

  2. #2
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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  3. #3
    davidboris is offline Sugar Community Member
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    May 2010
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    Default Re: Automated Delayed Email Scheduling

    Hi,

    Yes, sugar pro version gives you the ability to set a workflow when time elapses, but when i tried that workflow, around 6months ago, for version 5.0 or something, it dint work. So I approached another way, by creating a script and set that in my scheduler which runs frequently and checks for the matching conditions and shoots emails.
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