Hello,
I’m quite new to SuiteCRM, so I’m trying to understand what it can really accomplish.
So i would have two questions:
Wich is the right way to create complex e-mail campaingns?
For example:
1 - send first email right after the lead comes
2- wait two days then send a second e-mail
3 - send a third e-mail end IF the user doesn’t read it send him a remaind email
4 - and so on…
And more simply what is the right way to send a series of emails at certain intervals?
Thanks!
In SuiteCRM a Campaign is simultaneously sending to many people.
What you’re describing looks like a process around individual leads, you would implement that with Workflows and logic hooks.
Both are ways to react to certain events and run some actions (the difference is that Hooks are written in PHP, and Workflows use a UI but are less powerful).
So you can define your processes and have them automatically implemented (or semi-automatically by doing things inside the CRM so your employees can act).
OK, I understand. Thanks.
It looks like you need “Drip Campaigns” rather than regular CRM campaign.
I have some custom solution built before for Dripping which sends email on particular duration set from admin section.
Let me know if you need further information.
Feel free to reach me at ashish@outrightcrm.com or skype me at ashdwi1.