hello everyone,
we recently bought espo crm and we need to set up a prospection workflow... we tried many things, looked at the help, the forum... but didn't get more clues !
so we're counting on you guys...
here is what we need to do :
1/ when an account is created > send email1 throw mailchimp (mailchimpsync) : this step is ok for us
2/ if the target account (email) click in mail1 (data from mailchimpsync = we get it fine in the logs of the campaign email1) > send email2 after 8 days to this same target account
this trigger in 2 steps is quite usual and simple, but we don't get how to set up this second step ! which target entity should we use in the workflow (we tried campaignLgRecord, but...)? what type of then to get this second mail sent to our target account (throw mailchimpsync) ?
we may be stopped by a stupid little detail... so we need your advices !
thanx in advance !
we recently bought espo crm and we need to set up a prospection workflow... we tried many things, looked at the help, the forum... but didn't get more clues !
so we're counting on you guys...
here is what we need to do :
1/ when an account is created > send email1 throw mailchimp (mailchimpsync) : this step is ok for us
2/ if the target account (email) click in mail1 (data from mailchimpsync = we get it fine in the logs of the campaign email1) > send email2 after 8 days to this same target account
this trigger in 2 steps is quite usual and simple, but we don't get how to set up this second step ! which target entity should we use in the workflow (we tried campaignLgRecord, but...)? what type of then to get this second mail sent to our target account (throw mailchimpsync) ?
we may be stopped by a stupid little detail... so we need your advices !
thanx in advance !
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