Send Mail on a set day of the week from Zoho CRM
I want to have an email with an embed Zoho Survey sent on a set day of the week say 8am on Saturday From a set of my Zoho CRM Leads
So every Saturday at 8am those leads flagged to be Surveyed will automatically have a templated email (with survey link) sent to them.
About 200 every week.
What I have Tried.
1) Using the Automation Schedules in Zoho CRM I have a deluge script that will fire at 8am on Saturday. The Script will query the flagged Leads enter a For each loop and set a field "Send Survey" to yes.
My hope was from here a Workflow would then be triggered on the field update that will send the template email out...
PROBLEM
Records / Fields updated by the Script will not trigger a workflow,
POSSIBLE SOLUTION
Find a way to Trigger a workflow that sends the email.
2nd Option
Embed the email in the Deluge Custom Function.
PROBLEM
Embedding the email word fine... But not with the Zoho Survey Link
The Coding to embed the Survey breaks the Deluge code.
The always Great Zoho Crm Support.... Crapped the bed on this one, Was not help on this other than to say do a mass send from the UI. That means I have to do manually. Hmmm
I would very much appreciate some help on this
So every Saturday at 8am those leads flagged to be Surveyed will automatically have a templated email (with survey link) sent to them.
About 200 every week.
What I have Tried.
1) Using the Automation Schedules in Zoho CRM I have a deluge script that will fire at 8am on Saturday. The Script will query the flagged Leads enter a For each loop and set a field "Send Survey" to yes.
My hope was from here a Workflow would then be triggered on the field update that will send the template email out...
PROBLEM
Records / Fields updated by the Script will not trigger a workflow,
POSSIBLE SOLUTION
Find a way to Trigger a workflow that sends the email.
2nd Option
Embed the email in the Deluge Custom Function.
PROBLEM
Embedding the email word fine... But not with the Zoho Survey Link
The Coding to embed the Survey breaks the Deluge code.
The always Great Zoho Crm Support.... Crapped the bed on this one, Was not help on this other than to say do a mass send from the UI. That means I have to do manually. Hmmm
I would very much appreciate some help on this
Topic Participants
Ken Maynard
Solutions to Success - Jason
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