Workflow - Email to Product Representatives

💬 General Discussion
1

Hi,

We have a need to send an automated email to product (Course) representatives (Trainers), upon choosing the interested product of a lead. To accomplish this, I created 2 Custom Modules.

  1. Courses (one to many - leads, one to many - Trainers)
  2. Trainers
    Each trainer and lead is assigned a course.

So what we want is all trainers of that specific course get emails notifying them of new student.

2

You can achieve this by creating a workflow with the condition where a trainer has a related course set to the value you specify in the workflow condition.

You would then create a send email action to send an email to the record email(email address of the trainer).

Kind Regards,

Will.

3

The issue is Trainer Module doesn’t show up in Send email action. Unless I am missing something.

4

Is ‘Trainers’ a person module, aka when you build it in module builder did you select the type as person (or even company) ?

5

Yes it’s a person module.

While I was testing - I linked Trainer with Lead ( this is more like which trainer is providing training to the student, and those kind of notifications.

Trainer module does show up in related field, but this would send email to that specific trainer.

The need is to send emails to ALL trainers of specified course.

Or maybe we can somehow group trainers based on course, and send emails to groups.