I just saw this very useful tutorial on creating WorkFlows:
It really helped. One thing I want to do is to add a second email to the workflow after a few days. I’ve got the first email to send ok and both email templates ready, just not sure how to schedule the 2nd emai. Everything else I think I’ve got a handle on.
Here’s what I’m trying to do:
Workflow (on save)1. (Check conditions: if yes:
- Send 1st Email (email 1 template)
- Add record to target list
- Create reminder to do thing
- Send 2nd Email (email 2 template)
- Call 1 month later
How would one schedule the 2nd email?