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Is there a way to use a different email field besi...
# general
l
Is there a way to use a different email field besides the standard one when using the Mail Merge feature? Or is there any other way to send emails in bulk to customers (to a custom email address field)? The emails are not transaction-related but more of admin/general notice.
m
If sending to a big list of customers use a marketing campaign If just sending to individual customers you can make a workflow to do this Or if sending to a list of customers make a workflow then trigger it using a mass update
m
Hi @MGBC, I tested marketing campaign through sandbox, how would I track if it was sent with no errors? will it reflect on communication sublist on the customer record? thanks thanks
m
l
@MGBC it's a list of customers. Around 2k. Yeah, with workflow, I can use a different email field. That makes sense. But what do you mean by triggering it using a mass update?
Do you mean the Initate <workflow name> mass update so I can trigger it manually and not have it a scheduled although my workflow is a scheduled one?
m
yes correct
Create a saved mass update that Initiates your workflow
You can define the criteria in the mass update to get to your 2k customers
then use the Mark All > Submit in the Mass Update to check all the boxes and trigger the WF on just the customers you've selected in the list
l
Would that mass update list override the saved search I used in my scheduled workflow in case it's different? Or should my workflow just be a non-scheduled one?
m
Yes the mass update will override the saved search used as the workflow inititaiont
so you can leave it as a scheduled WF with specific saved search criteria and it will send the email on the schedule. AND you can also send it manually/intermittently based on the Mass Update criteria
OR if you just leave the WF with no saved search criteria and do NOT set it as either scheduled or Event based then it will only trigger from the Mass Update
So leave the settings like this (everything blank)
Then it will only be triggered by the mass update
l
Got it. Thank you. Do you know if there's a more user friendly option where users can select the email template or attach file by themselves?
m
The only thing I can think of is to make a custom record that holds a field for template and doc attachment. Then try to use that in your Workflow. But that would get complicated too You may need to look into a Suitelet to support this, unfortunately
l
Thank you. The mass update and workflow worked just fine.
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