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Creating a logic hook, no PHP background, where to even start?

Kayla Ebert

Problem: Sales reps need to send periodic emails to clients (ie, when a client initially signs up, 3-month mark, 6-month mark, 9-month mark, 12-month mark).

Sugar Support stated I would not be able to accomplish this using Advanced Workflow and suggested I reach out to my Sugar partner- not an option as I have no budget. 

Our sales director wants me to make the CRM do these tasks for them. 

IE: When task labeled "Send Email 1" is due + the relationship still equals current client, Sugar would automatically send out an email template to the client.

I've been informed I could accomplish this with a logic hook, but I have zero experience with coding/PHP and I do not know where to start. 

I do not have a budget to engage our Sugar partner but I have to make this happen.

Can anyone give me advice on where to begin?

We are currently on Enterprise 8.3 but we will be upgraded to 9.0 on April 30th 

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    Hi Kayla Ebert,

    When a new Task that meets the criteria is created, an email is immediately sent to the recipient.

    Then, the process waits for 3 months, either defined as a 90 day Duration wait, or based on Fixed Date criteria of Date Created + 3m

    When the first Wait Event expires, the 3-month email is sent, and the process waits again, this time for either another 90 day Duration wait, or a Fixed Date criteria of Date Created + 6m.

    And so on...

     

    I hope this helps!

    Please kindly let me know if there are any concerns with using a process like this to meet your use case.

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    Hi Kayla Ebert,

    When a new Task that meets the criteria is created, an email is immediately sent to the recipient.

    Then, the process waits for 3 months, either defined as a 90 day Duration wait, or based on Fixed Date criteria of Date Created + 3m

    When the first Wait Event expires, the 3-month email is sent, and the process waits again, this time for either another 90 day Duration wait, or a Fixed Date criteria of Date Created + 6m.

    And so on...

     

    I hope this helps!

    Please kindly let me know if there are any concerns with using a process like this to meet your use case.

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