scheduling mass email in centrahubcrm

Scheduling Mass Email

Sign up for a free account and grow your business Try For Free

No card required

field-description

Field Specification for Workflow List

  • Definition:
setup workflow required fields
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.

1. Email

Click Email on WorkFlow List page to schedule mail for an individual user.

2. Template

Select Email Template from the Template dropdown list of Pop Up Email Window.

3A. From Address

Specify the From Email Address.

3B. Cc

Specify Cc Email Address.

1. Condition

Set the time when should the email trigger.

2. Template

From the drop-down list select the email template.

3. Recipient type

Select the recipient type for sending an email.

CRM Software that’s easy to implement and use

Sign up for a free account and grow your business
No credit card required

Try For Free