Send Every Customer a List of their Open Sales Orders on a Schedule

Hello! I would like to email each customer a report of their open sales orders on a weekly basis. I have created a saved search the groups open sales orders by customer. I assume I need a workflow, but I am unsure how to configure it to loop through the saved search and only send that customer’s sales order data.

Thank you!

Joe

Rookie Asked on March 23, 2023 in Administration.
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1 Answer(s)

From my understanding, yes a workflow is needed but i think a PDF/Template might be needed too.

Hopefully this gives you some direction and closer to the goal as this is our context for sending customer statements.

 

Create a custom email address field on the customer account and pull it into your saved search. This allows workflow to reference that email address.

When you create a workflow you set the ‘Saved Search Filter’ to that saved search you have created and set the schedules frequency.

Only 1 state is needed in a workflow with a record type of ‘Customer’, ‘New Action’ is Send Email.

In the Recipient section of the State workflow, tick ‘From Field’ > set ‘Record (JOIN FIELD) to ‘Current Record’ then select that custom email address field as your ‘Field’.

Dont forget to setup an email template which you reference in the ‘Content’ section > ‘Template’

I may be wrong but hope it helps.

However, you may need to tackle this in a different way to achieve the desired outcome:

https://blog.proteloinc.com/sending-specific-transactions-emails-to-your-customer-or-vendor  send customer email notification of open sales orders based on the status of the order as filtered in a workflow.

Good luck.

Beginner Answered on March 24, 2023.

Thank you! I’ll give this a try and post my results.

on March 24, 2023.
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