Populate Process Definition triggered email with addresses from text field

RE: Populate Process Definition triggered email with addresses from text field

Tony Romano — Sat, 18 Dec 2021 16:51:21 GMT

hi Luke Ridgway
Have you tried using standard Contacts and include a specific type or other attribute to select only those within your workflow crietria?

This method or similar would als help stay compliant with, or at least make it easier for privacy related processes.

RE: Populate Process Definition triggered email with addresses from text field

Luke Ridgway — Fri, 17 Dec 2021 09:57:27 GMT

Hi Tony Romano,

Basically I want a field on the Account Module that users can populate with that accounts email address/s to which they would like to receive their Leads from us. (we pass our leads to our partner channel).

One email address works fine in what I describe above... It is now up and running and all working fine... but only for one email address.

Historically our sales reps would email a lead to a few people at a given partners account - sounds like messy email tennis to me to be honest and during explaining this limitation of 'one email address' during user training I suggested it may actually be of benefit: I advised that our partners set a new mailbox just for the leads we send to them - This should be much easier for them too!! Most have done so. Any odd cases remaining I have rectified in Process Definition.

But, I am still curious as to how I would get more than one email address to work.

Thanks for looking at this Post Tony.
Luke.

RE: Populate Process Definition triggered email with addresses from text field

Tony Romano — Wed, 08 Dec 2021 17:34:07 GMT

Can you share the actual requirement in case there is another way to achieve your objective, rather than focusing on what you have already tried?