How to invite from Campaign Member

In this tutorial we'll explain how to create a workflow rule and email alert to send the invite from the object Campaign Member.

Create the Workflow Rule and Email Alert.

In the example below, surveys will be sent once a Contact/Lead is added as a member in a Campaign

1. Go to workflow rules and click 'New Rule'

How_to_invite_from_Campaign_Member_Step_1.png

2. Select the object 'Campaign Member' and click next

How_to_invite_from_Campaign_Member_Step_2.png

3. Fill in the necessary data and click 'Save & Next'

How_to_invite_from_Campaign_Member_Step_3.png

4. Click on 'Add Workflow Action' and then 'New Email Alert'

How_to_invite_from_Campaign_Member_Step_4.png

5. Follow the instructions below and click 'Save'

How_to_invite_from_Campaign_Member_Step_5.png

6. Click 'Done'

How_to_invite_from_Campaign_Member_Step_6.png

7. Click 'Activate'

How_to_invite_from_Campaign_Member_Step_7.png

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk