i want to send a mass email to a group of useres which have reached a sms limit. we track the that information in the account as a custom date field. Now i want to create a mass email, but i can´t find the right filter criteria.
Is there a way to do it?
Something like an alert or notification would also work out.
Any ideas`
답변 5개
Sorry Frank, I pulled my earlier comment since I questioned myself after posting.
Looks like we are both a little right on the solution. I tried some options and this is how I got it to work.
First I used a field on the contact object.. I created a Workflow Rule on the Contact object that basically fired when that field was set to my criteria. I then created the corresponding Email alert sending an email to the Email field on the contact record.
I then created a Process (Builder) on the account object that would update the contact field.
So for you it would be something like:
Workflow... If SMS limit on the contact record is true, send email
Process...If SMS limit is changed AND SMS limit is true Update contact field SMS limit to true.
This does mean you need the field on the contact record. Since it is changing the value on the Contact record, emails will be sent to multiple contacts associated with the account.
Sorry if I mislead you with my earlier recommendation. I thought it would be a little simpler than it actually turned out to be.
