Send Email template to a List of Customers if status of them is registered

💬 General Discussion
61

Hi pgr,

I would like to complete the project I started in this Topic. I want to send the information of my “Load Board” with an Email Template to a list of Targets (Couriers). Now, I have renamed the “Accounts” Module as “Couriers” Module so I can easily add the Couriers into a Target List with the “Bulk an Action - Add to target list” Menu.

The Email Template I created looks like this:

Shipping Address:
$te_lb_load_board_billing_address_street, $te_lb_load_board_billing_address_postalcode, $te_lb_load_board_billing_address_city, $te_lb_load_board_billing_address_country

Destination Address:
$te_lb_load_board_shipping_address_street, $te_lb_load_board_shipping_address_postalcode, $te_lb_load_board_shipping_address_city, $te_lb_load_board_shipping_address_country

Description:
$te_lb_load_board_description

My question is now:
Which is the best way using a Workflow and a Campaign to send this Emails?

The process I thought is:

  1. Create a new Load into the “Load Board” Module.
    2)The Workflow will add the information into a template.
  2. I create a Campaign selecting the Target Lists and the Email Template generated from the workflow.
    If this could be possible, which record type shall I select into the “Create Record” Action in the Workflow?