autoresponders in centrahubcrm

Autoresponders

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field-description

Field Specification for Workflow List

setup workflow in centrahubcrm
  • Definition:
1. WorkFlow Name

Specify the name of the Workflow to be automated.(In this case, it is Scheduling mass Email)

2. Execute On

Refers to the Module to which WorkFlow has to be linked.

3. Evaluate On

Refers to the condition on which the WorkFlow has to be automated. (To Schedule Mass Mail on a Periodic basis, Select the Periodic option and Define Frequency template on a periodic basis).

4. Priority

Refers to the priority of execution of WorkFlow, if there are other WorkFlows linked to the same Module.

Priority =1

( If Priority =1, then that WorkFlow is automated first).

Priority =2

(If Priority =2, then that WorkFlow is automated on the second basis with respect to that Module)

Note: Like ways, Priority can be assigned to WorkFlow.

  • 4. Click on Actions in the workflow list page to set an autoresponder.
workflow list in centrahubcrm
Template

Select the email template from the drop-down list.

Recipient type and recipient

Enter the recipient type and recipients to whom you to send the email.

From address

Select the email address from the drop-down list.

Email field

From the drop-down list select the email field

Email address

Enter the email address to whom the email should trigger.

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