RE: Saved Search
I’ve built out a saved search in order to find customers who have had their delivery within a certain time frame.
The hope is then to send an individual email per line in the saved search.
Does anyone know how to set this up?
This SuiteAnswers article describe the functionality that is available directly from a Saved Search:
Check out the section, “Deriving Recipients from Results” as well as this related article:
I think the challenge that you might have is whether you are happy with the format of the e-mail.
An alternative approach that will allow you more flexibility in this regard would be through a Send Email Action on a Scheduled Workflow:
You should be able to use your existing Saved Search as the filter.