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Author Topic: Send mails with rules  (Read 866 times)

AlexM

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Send mails with rules
May 22, 2014, 01:10:12 am
Hey there,

I want to send mails with rules. I mean, i want to send a mail when a user registers, send at 3,6 and 9 months of being registered.

How i could do that?

I know u can program the date of emails but i'm not sure if i could make rules for them.

Thanks.

joanne

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Re: Send mails with rules
May 22, 2014, 02:59:47 am
You should look at scheduled reminders based on the membership join date.

AlexM

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Re: Send mails with rules
May 22, 2014, 06:46:36 am
Thanks a lot,

That helps me a lot but how i could make a workflow with this mail and other activity, i mean i want to send a email to a member when he pass the 3 months as member, then i want to send a mail to a person who have to call this member, how i could do that?

Thank to all.

joanne

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Re: Send mails with rules
May 22, 2014, 03:45:45 pm
I received your PM but would prefer to keep things in the forum. 

I presume you want this other person to get an email at 6 and 9 months just as the member will?

Do you effectively have member/follow-up-person pairs?  The same person is to call the member each time?

If so perhaps you can do something with CiviCase, but I haven't actually used that myself so can't offer any detailed advice.

petednz

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Re: Send mails with rules
May 22, 2014, 04:04:49 pm
yes Case may be the way to go - but essentially it sounds like some Activities needs to be created (via a post hook?) which are scheduled for 6, 9 months etc

hence when that time elapses it fires an email to the assignee
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AlexM

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Re: Send mails with rules
May 26, 2014, 03:01:11 am
Thanks all.

I'll try to explain better what i want to do:

When a new member adds, at first 15 days i want to send to him a email with a welcome message, at 3 months send a messages talking about the organization, when its sent i want to create an event or activity notifying the manager that he has to prepare a meeting with this new member, when the activity or event is completed the new member will receive a message saying: "Thanks for the meeting etc..".
And at 9 months send a messages talking about how was his stay at our organization, when its sent i want to create an event or activity notifying the president that he has to call the member and when the activity finish send a message to the member saying thanks for the call etc..

It seems hard but i know how to create all the parts individually but i dont know how to connect all of them and make a workflow.

Thank you a lot for your attention.

petednz

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Re: Send mails with rules
May 26, 2014, 02:40:57 pm
Quote
but i dont know how to connect all of them and make a workflow

me neither if you mean have all these daisy chained automatically - don't think it is possible without some code, which is where I pointed previously

hopefully someone comes along with more insight
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Owen

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Re: Send mails with rules
May 27, 2014, 01:19:29 am
Quote
When a new member adds, at first 15 days i want to send to him a email with a welcome message, at 3 months send a messages talking about the organization, when its sent i want to create an event or activity notifying the manager that he has to prepare a meeting with this new member, when the activity or event is completed the new member will receive a message saying: "Thanks for the meeting etc..". And at 9 months send a messages talking about how was his stay at our organization,

Scheduled reminders will handle all the emails.

http://book.civicrm.org/user/current/email/scheduled-reminders/

Quote
when its sent i want to create an event or activity notifying the president that he has to call the member and when the activity finish send a message to the member saying thanks for the call etc..

Look at this for the second part, it's still in beta though. Create a trigger ( A smart group of members who've received the email but haven't got the call activity), then create an action (create the call activity) and a schedule (daily)

https://civicrm.org/blogs/jaapjansma/donor-journey-sprint-day-2
https://github.com/CiviCooP/org.civicoop.triggers
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