ZOHO CRM SubForm/Module filtering in ZOHO Campaigns
Hi,
I'm just wondering about the best way to perform the following objective:
- We need to add a "Committee Appointments" section to our contacts. This will allow us to register each contact onto one or more committees.
- We need to be able to send emails to these committee members based on their membership.
- Once we remove a committee appointment, they should automatically be removed from the committee emails
- We're using Zoho CRM and Zoho Campaigns
I first tried to do it via a SubForm, but we can't create a view or Campaign criteria based on the SubForm data.
I then tried creating a new module called Committee Appointments
With this one, I was able to filter the custom module, but I couldn't add to a campaign because there was no email address (I want to use the email from the member).
What's the best way of doing this?
Thanks
Luke