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Steven M Automate email to Contact email address based on Task
We use web to lead to capture brochure requests. We then perform a mail merge (let's call this BRO-EN) which creates a Task with subject BRO-EN. The lead is then converted.
We want to automatically send an email to the contact 28 days after the creation of the BRO-EN task to ask if the brochure was received.
I have looked at workflow based on the Task object (criteria: subject = "BRO-EN") to achieve this but struggle to get the contact email address as recipient listed.
Grateful for any tips and help.
Is there anything on the Contact that when converted shows it was converted by lead type "BRO-EN" ?
Thanks,
PB
Yes, in "Activity History" there is an activity with "Subject" BRO-EN which indicates that the person requested a brochure. The trigger should be based on the date the mail merge task was performed however.