Method:Classic General Q&A

Re: Automated Emails

Method_Morty — Thu, 25 Feb 2016 16:31:06 GMT

Hey Rick,

Great question, and I wish I could tell you, but I believe it's powered behind the scenes using Method:Magic .

-- Mortaza

Re: Automated Emails

Rick — Thu, 25 Feb 2016 14:22:25 GMT

Hi Mortaza

I will have a look at setting that up, it should work for the first situation I'm looking to address.

How do you guys do it - I'm assuming the emails I got when I started my trial were all automated?

Thanks

Rick

Re: Automated Emails

Method_Morty — Wed, 24 Feb 2016 17:10:11 GMT

Hey Rick,

At the time you cannot setup automatic emails without the use of an event (ie. push of a button). I have seen clients create a generated Grid of Customers that fit a certain condition on their Home Dashboard. Using an OnScrenLoad event they then process the emails. But this will add lag time for the screen to load and can be a nuisance when signing in.

It's not automatic per se, but it will allow you to aggregate a list of customers that fit a condition and send out mass emails without having to click on any objects.

-- Mortaza

Automated Emails

Rick — Wed, 24 Feb 2016 09:22:22 GMT

I would like to send an email to a customer x days after the completion of a specific task.

I have been looking through the forums and there are already quite a few threads about this topic but they are all a few years old and I thought it would be worth re-visiting to understand what the current wisdom is?

What methods do people currently use to do this?

Thanks
Rick