Sending Emails to Prospects Automatically via Process Definitions

Hi Trent,

Hope all's well.

Assuming this P.D. is enabled, do we know if the process is triggering? Is there a process showing up in Admin > Process Management?

Can you please check if the schedulers related to Sugar BPM are active? - https://support.sugarcrm.com/documentation/sugar_versions/14.0/sell/administration_guide/sugarbpm/#SugarBPM_Scheduler

Additionally, you could also have a quick check on the outbound email settings.

Regards,

Sheldon Pereira

Hi Trent McIntyre ,

I recommend changing the alert to send from the System User rather than Record Owner. There was a bug introduced earlier this year (95464) where emails will attempt to use the individual user's outbound email settings (regardless of whether they have them configured) when the BPM alert is configured to send from a dynamic user option such as 'Record Owner'.

If you want the alerts to be sent from the record owner's email address, you will need to have each user configure their outbound email settings correctly to ensure those emails are delivered. I don't recommend this configuration because there is no easy way to identify when a user's email settings are no longer configured properly. In addition, BPM email failures require monitoring of logs and the database to identify when they occur since there is no mechanism to deliver proactive notifications. 

Chris

Thanks Chris Raffle ! Sounds like I might need to think about a different solution here as I do need it to send from an email address other than the system. I do have a follow up question though. Say I was able to configure all the emails properly, and get everything working correctly - would I be able to use email templates built in SugarMarket for these? From what I can see in our system it looks like the process email templates are limited to plain text. Thanks!