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Workflow-triggered Campaign Email won't resend to contacts who received it previously
Hello! I have a scheduled workflow that sends a recurring customer survey via a "Send Campaign Email" action, tied to one fixed Campaign ("Share your feedback!"). A saved search feeds it daily, selecting contacts associated with Sales Orders billed 10 days ago, and excluding anyone surveyed in the last 30 days. Most sends…
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Advanced PDF not displaying data when emailed but fine when printed
Hi All, I created an advanced PDF to be used to email our vendors once ACH payments were made based on a saved search. When testing the voucher to ensure all the data was being filled in correctly I would go to the vendor payment and print voucher. The voucher that was printed via a pdf within the system would come back…
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How to add ITEM fields to Workflow Email Body
I am doing an Item related Workflow and will be sending a few emails as it goes thru different states. I want to be able to add the Item name, description and several other standard and Custom ITEM fields to the emails. The Item name and some standard fields show up, but the custom fields and the description field do not.…