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I would like to send an introductory email to a Campaign Member at the time they are added to the Campaign.  Each Campaign would have its own unique email template & attached documents.

 

I can create a workflow that, when a new Campaign Member is added to a Campaign, sends out an email alert.  But part of the email alert action is to specify the email template that should be used.

 

Rather than creating a new workflow for each Campaign, is there a way to set up an email notification that uses an email template based upon which Campaign the Member has been added to?
2 réponses
  1. 3 mai 2016, 19:31
    Hi Steve,

     

    What you are looking for can not be achieved with salesforce out of the box features. To accomplish this you may have to write a trigger on Campaign Member object.

     

    Thanks,

     

    Naval
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