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Sending Emails to Prospects Automatically via Process Definitions

Trent McIntyre

Can someone be kind enough to help me understand what I'm missing here in this workflow?

We have meetings, and I want to send an email to the prospect automatically if they schedule an appointment (i.e. a new appointment is created)

I have been working on this in the sandbox and can't seem to get it to send any emails. I know this is a pretty simple workflow, so I'm thinking there's a simple solution I'm missing. Would appreciate any help here. Thanks!

Thanks,

Trent McIntyre

Matthew 11:28-30

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  • 0

    Hi  ,

    I recommend changing the alert to send from the System User rather than Record Owner. There was a bug introduced earlier this year (95464) where emails will attempt to use the individual user's outbound email settings (regardless of whether they have them configured) when the BPM alert is configured to send from a dynamic user option such as 'Record Owner'.

    If you want the alerts to be sent from the record owner's email address, you will need to have each user configure their outbound email settings correctly to ensure those emails are delivered. I don't recommend this configuration because there is no easy way to identify when a user's email settings are no longer configured properly. In addition, BPM email failures require monitoring of logs and the database to identify when they occur since there is no mechanism to deliver proactive notifications. 

    Chris

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

  • 0 in reply to Chris Raffle

    Thanks  ! Sounds like I might need to think about a different solution here as I do need it to send from an email address other than the system. I do have a follow up question though. Say I was able to configure all the emails properly, and get everything working correctly - would I be able to use email templates built in SugarMarket for these? From what I can see in our system it looks like the process email templates are limited to plain text. Thanks!

    Thanks,

    Trent McIntyre

    "Come to me, all who labor and are heavy laden, and I will give you rest. Take my yoke upon you, and learn from me, for I am gentle and lowly in heart, and you will find rest for your souls. For my yoke is easy, and my burden is light.” – Matthew 11:28-30

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  • 0 in reply to Chris Raffle

    Thanks  ! Sounds like I might need to think about a different solution here as I do need it to send from an email address other than the system. I do have a follow up question though. Say I was able to configure all the emails properly, and get everything working correctly - would I be able to use email templates built in SugarMarket for these? From what I can see in our system it looks like the process email templates are limited to plain text. Thanks!

    Thanks,

    Trent McIntyre

    "Come to me, all who labor and are heavy laden, and I will give you rest. Take my yoke upon you, and learn from me, for I am gentle and lowly in heart, and you will find rest for your souls. For my yoke is easy, and my burden is light.” – Matthew 11:28-30

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