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Author Topic: Email workflow question  (Read 468 times)

ChrisChinchilla

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Email workflow question
September 12, 2013, 11:34:40 pm
We have a client requirement with some fairly advanced bulk email workflows and I wanted to get people's feedback…

Part one is that they want email campaign approval, i.e. Someone with the right privileges can create a bulk email, but someone else with correct privileges can schedule it's sending.

Part two is more complex(!)
The ability to set thresholds on how many emails should be sent to a contact in a particular period and upon creating a bulk email it will warn the creator how many contacts are receiving mails over their defined thresholds.

Any idea on how much work it would involve to get this functionality into CiviCRM? Even a dollar value if you like…
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Donald Lobo

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Re: Email workflow question
September 13, 2013, 07:37:20 am
Quote from: ChrisChinchilla on September 12, 2013, 11:34:40 pm
Part one is that they want email campaign approval, i.e. Someone with the right privileges can create a bulk email, but someone else with correct privileges can schedule it's sending.

This is possible via the drupal rules module. You can have a list of folks who have the ability to approve or reject a scheduled email

Quote from: ChrisChinchilla on September 12, 2013, 11:34:40 pm
Part two is more complex(!)
The ability to set thresholds on how many emails should be sent to a contact in a particular period and upon creating a bulk email it will warn the creator how many contacts are receiving mails over their defined thresholds.

If you store this value as a custom field, you should be able to warn the user via a hook. You can also eliminate all the contacts who cross the threshold via a mailing_recipients hook

lobo

Any idea on how much work it would involve to get this functionality into CiviCRM? Even a dollar value if you like…
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ChrisChinchilla

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Re: Email workflow question
September 15, 2013, 11:54:33 pm
Thanks Lobo!
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
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  • Email workflow question

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