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Set Email Notifications Using Workflow in CentraHub CRM

Set Email Notifications Using Workflow in CentraHub CRM

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1. Access the CentraHub CRM settings and type ‘Workflow’ in the search.

2. Click on Workflow to create a New Workflow.

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3. On the Workflow list page, enter the relevant details.

Field Specification for Workflow List

Definition

Define the workflow for Email Notifications.

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 on 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.

To define conditions for Scheduling Email for a specific user

To define conditions for Scheduling Email for a specific user

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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

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Steps to Define Conditions for Scheduling Email

To send an email internally, within you organization: Select ‘User Email’from the dropdown list of mail Field.

To send an email externally, outside of your organization - Select ‘Email’from the dropdown list of Email Field.

(ii)Email Address: Specify the Email Address (internal or external) to which the Email has to be sent.

4. Click OK. A pop-up window would open. Click on Finish to complete the process.

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