Workflow - email->phone call

[davidber]

I apologize if this has been explained before. I am stumped at what to even type to search for it.

I am trying to figure out how to implement a workflow.

We created a campaign to send out an email newsletter. Now we want to follow up on those emails and phone the people.

Is there a way to take the campaign list and now assign them to be scheduled to be called by a user? This way the user could go down the list, call them and move to the next one?

Thanks.

dave

[dpuryear]

Hi! We love workflow. Wow does it help.

We don't do this with an email campaign, but we do it with web2lead forms.

1. web2lead form filled out ->

2. form includes lead_source=Web Site and lead_source_description=formXYZ

3. goes into lead

4. create WORKFLOW1
workflow rule looks for:
lead_source=Web Site
lead_source_description=formXYZ
workflow alert:
send out auto-email
workflow action:
- update target module
set team=Sales
set assigned_user=SomePerson
set lead_next_step_c=1'st Call, No Vmail
(we created the lead_next_step_c field as drop-down)

5. create WORKFLOW2
workflow rule looks for:
lead_source=Web Site
lead_source_description=formXYZ
lead_next_step_c=1'st Call,No Vmail
workflow action:
create record in related module: Calls
set team=Sales
set time, date=2 days from trigger, etc
define Invitees as User associated with Record

We have a bunch of rules like that. On "2'nd Call, No Vmail" we do a call after 5 days, etc.

You're a little different since you want to do this after you send an email via a campaign, right?

Hmm, I have to say I'm curious how your workflow rules will work. I'm not sure how you'll catch an outgoing email in your workflow rules.

Oh, I know. What if you setup a workflow that is time based instead of data based. So, create a workflow rule that modifies a record that hasn't been touched for X days, set that against your lead list for your campaign, and then another workflow triggers on that change. So if you have a lead and you know the campaign will email them within 2 days of them being created, you would trigger the date-based workflow on 3 days of no changes to set them up to flow through the workflow engine.