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Append email sent via campaign to contact

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edited Jun 8, 2022 8:53AM in Agent Desktop 2 comments

Content

I am trying to use the Campaign tool, so that on creation of an outbound email, this is then attached to the contact.

I don't see a way to do this within the tool.  I am aware this can be done through past experience through an non out the box customisation.  I'm keen to avoid this if possible!

So, I use Campaign 'A', via the Upload Wizard to email joe.bloggs@mail.com.  I want to be able to see the email sent to joe.blogg@mail.com attached to the contact record, or if push came to shove, the content of the email in a note on the contact.  Is there a way to do this?

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