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Timeline Entries - Trigger a Email from JO

  • 2 September 2022
  • 4 replies
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Can a timeline entry trigger an automated email to be sent out in JO?

 

 

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Best answer by heather_hansen 2 September 2022, 18:39

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Userlevel 7
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@MelissaC Yes - internal as a User Program or External as a Company program.  We have use cases for both that we use a Timeline post to trigger.

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So if my CSM logged an entry for a first meeting, that could potentially trigger a welcome email the next day?

 

@heather_hansen You are a lifesaver!!!!

Userlevel 7
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Correct!  We use that exact use case.  We also have one that triggers a survey be sent as well.  :)

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@heather_hansen Thank you so much!!!!!!!!!!

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