Invite Contact to Next, Earliest, Upcoming Campaign Event
Let’s say your organization has 4 (virtual) workshops a year. When a new Contact is created from your website, you want to invite them via email to the NEXT workshop.
We’ll use a record trigger flow and two flow elements to do that. No loop!
Let’s get even fancier: we’ll use Scheduled Paths (#spring21) to send the email three days after the contact is created. Let’s use a formula to make sure the event starts more than six days from now – to give them three days notice before the event.
Said another way:
Day 1 Monday – Contact Created.
Record-triggered flow looks for the next upcoming workshop that is happening LATER than Day 7 and prepares to send an email.
Day 4 Thursday – Email sent inviting person to next workshop.
Day 7 Sunday – He rested.
Day 29 – Our next workshop!
So that’s it. I connect all the elements together. From the start element, I click on the white dot and drag that over to Get Records. I select the “3 Days Later Workshop” Scheduled Path. I connect my Get Records to my Email Action.
You can find the scheduled emails under Time-Based Workflow in Setup if you want to delete them. Let’s say you cancel that workshop and don’t want to invite those folks, you’ll need to manually delete the emails scheduled to go out within three days.
Jessie joined Salesforce.org in 2018 to give introductory webinars to nonprofit customers. She now is a Senior Solution Developer supporting nonprofits and education customers at Salesforce. All opinions expressed on this blog are her own or those of the contributors. She's spent 17 years more or less in CRMs and databases, but didn't meet Salesforce until 2011. Jessie co-led the Seattle Salesforce Nonprofit User Group in 2015-2016. She wrote a sh*tty first draft of a novel and hopes to turn it into a screenplay!
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