saw a question from a few years ago, but no definitive answer. So wanted to see if anything has changed since then.
essentially what we want to do is (taken from a past post)
-A lead comes in and they are entered onto a list.
-Once entered onto that list I want them to receive a sequence of N emails spaced X days apart. Since leads will be entered on the list on different dates each entry will be at a different stage of receiving the email sequence.
-And not neccessary, but would be nice When the sequence is completed, no more emails would be sent to that lead, or the last entry in the sequence would be to move them to a different list which would perhaps have a different email frequency.
wanted to know can this be done
1. as a existing feature of sugar pro?
2. if not, is there a plug in that does this
3. and if not I assume we can customize this feature?
we tried doing this in a workflow but cannot get it done. any help will be appreciated, and if anyone can help set it up via remote access or over the phone, willing to pay for the consultation.
edit: sorry for the bad thread title, seems I can't correct it.
TIA


LinkBack URL
About LinkBacks



Reply With Quote


Bookmarks