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I have a marketing campaign setup for prospective clients.  When the marketing campaign ends for a contact, will I get a notification that is has ended?
3 respuestas
  1. 1 mar 2013, 4:51
    Assuming that you are on EE/UE, your best bet here is a simple time-based workflow rule. You would set up an "on create" workflow rule on Campaign that fires for the campaigns you want notifications for. Then add a Time Trigger to send an email N (probably 0) days after the field on Campaign you're using to track "end date".

     

    Alternatively, if "ended" for you means a Campaign status change, you'd set up the workflow rule criteria so that it only fires if the status is in the ended value.

     

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    Jeremy Kraybill

     

    Dashcord - Native Marketing Automation for Salesforce
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