Hello.
The most proper way for this is to use a scheduled workflow to automate this process https://www.espocrm.com/documentatio...ion/workflows/. The workflow is included in an Advanced Pack.
If you do not have the Advanced Pack you can use mass emails for the campaign https://www.espocrm.com/documentatio...de/mass-email/. But this way is inconvenient.
You can create a new email template in the Administration -> Email Template.
Schedule Emails with Email Templates
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Schedule Emails with Email Templates
Hi, How to send Schedule Emails with Email Templates ?
Please advice.Last edited by yuri; 12-09-2024, 08:42 PM.Tags: None
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