Email automation

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  • animax
    Senior Member
    • Jun 2018
    • 155
    #1

    Email automation

    Hi,

    due to the European data protection laws I would like to do without Mailchimp and send automated emails directly from the EspoCRM.

    I would like to implement the following:

    1. One person has been put on a contact list today (automatic). EspoCRM should now ..
    - Send an email X on the first day after listing to person
    - Send an email Y on the 3rd day after listing to person
    and so on

    2. I would like to send an email to a contact list tomorrow, the same email will be sent to this contact list again in exactly one year, then sent again in one year ... and so on.

    About assistance I would be very happy.

    We have been using EspoCRM for a long time now with the various additional addons and very satisfied.
    Tags: None
    • Maximus
      Senior Member
      • Nov 2018
      • 2731
      #2
      Hello,
      Have you tried to achieve this with Workflow (e.g. scheduled workflow)?

        Comment

        • animax
          Senior Member
          • Jun 2018
          • 155
          #3
          Hello, yes, but I reach my limits.

          I would need examples of how to do that with workflow. Can you help me?

            Comment

            • Maximus
              Senior Member
              • Nov 2018
              • 2731
              #4
              Could you describe this 'Send an email X on the first day after listing to person'? What 'after listing' does mean?

                Comment

                • animax
                  Senior Member
                  • Jun 2018
                  • 155
                  #5
                  Thank you for your reply...

                  In EspoCRM you can add a contact to a contactlist. So far I have synchronized these contactlists with Mailchimp. Mailchimp sent an email to this contact the day the person was placed on the contact list.

                  I would like to implement this behavior in/with EspoCRM.

                  EspoCRM should:
                  - Send an email "Welcome" on the first day after add this contact to the contactlist.
                  - Send an email "Welcome 2" on the 3rd day after add this contact to the contactlist.
                  and so on

                  Another Workflow ist...
                  I would like to send an email to a whole contactlist tomorrow (19/09/25), the same email should be sent to this contactlist again in exactly one year, then sent again in one year ... and so on.

                    Comment

                    • yuri
                      Member
                      • Mar 2014
                      • 8453
                      #6
                      BPM suits for such kind of tasks. A release with major enhancements is going to be out soon. By utilizing a new Signal system it will be possible to catch events like:

                      * contact added to target list
                      * lead subscribed / confirmed opt-in
                      * contact opted-out
                      * and others

                      See the updated documentation: https://github.com/espocrm/documenta...tration/bpm.md

                      Click image for larger version Name: event-start-signal.png Views: 1 Size: 20.8 KB ID: 51923
                      Last edited by yuri; 09-24-2019, 01:10 PM.
                      If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

                        Comment

                        • animax
                          Senior Member
                          • Jun 2018
                          • 155
                          #7
                          Thank you. I will looking forward to this.

                            Comment

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