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Task/Bulk email automation

  • 18 March 2022
  • 1 reply
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Instead of automating a “Task” reminder, is there a way of triggering a “Bulk” email template to automatically be sent according to specific criteria?

 

For instance, automating an email to be sent to an Opportunity’s Primary contact, with a due date set to 60 days later (after an Opportunity’s Stage was changed).

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Best answer by Michelle from Copper 18 March 2022, 15:40

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Hi @samrm, thanks for posting! There’s a way to do this by combining Workflow Automation with Email Sequences, which is available on our Business Tier. This would involve:

  1. Setting up a workflow automation that tags an Opportunity based on its due date, which Pipeline stage it moved to, who the Owner is, etc.
  2. That tag would then trigger an email (or series of emails) to the Primary Contact, and you can set a delay of X days.

If you’re on the Professional tier then there’s no way to automatically send an email. The closest you could get is exactly what you mentioned - automating a Task that reminds you to send the email.

I hope that helps :slight_smile: Let me know if you have any follow-up questions.