Daily Email Series in Salesforce

Last Updated on Wednesday, 4 March 2009 07:57 Written by Steve Wednesday, 4 March 2009 04:38

I’m building a system for sending out daily emails to Contacts that uses Time-Based Workflow. We’ve done some work in this area before, but now it’s really starting to come together.

In this example, Contacts are added to a Campaign that is configured with a number of planned email sends. Once the Email Series is kicked off, the Contacts will receive emails on the determined schedule. This example uses hard dates for the individual sends–we’ve also got working code that sends out emails on interval from the individual Contact’s campaign join date. That allows for open-enrollment to an Email Series.

Check out the example, I’m very happy with it. Check out the background noise–we sound like a CRM sweatshop!

4 Comments

1. Jodie   |  Wednesday, 04 March 2009 at 8:09 pm

   Weeeeeeeeeeeee! How lucky am I to have Steve Andersen solving my use case in Salesforce? VERY!!!! I am so grateful that you are taking care of this… from the moment I read about drip campaigns over here at Gokubi.com I have been dreaming of the day when Salesforce will automate our daily sends! And that day is almost here! Bless your heart Steve Andersen. And I do appreciate you for more that your salesforce code! xo

   
2. Jon Stahl’s Journal » Blog Archive » Daily Email Series with Salesforce   |  Thursday, 05 March 2009 at 9:43 am

   [...] colleague Steve Andersen is doing some neat work to create techniques for sending email series with Salesforce.  This is a pretty great “low-tech” technique for building an engagement [...]
3. Tanner   |  Friday, 06 March 2009 at 8:01 am

   Well done Steve! It looks like a fair amount of logic running in the background with all the visualForce pages, controllers, 2 additional objects, workflow rules, etc. I’ve always appreciated your ability to let the creative juices flow and create new functionality not previously envisioned for these technologies. Thanks again for expanding the possibilities.

   
4. Sscnewscloud’s NewsCloud Journal » Blog Archive » Daily Email Series with Salesforce   |  Thursday, 12 March 2009 at 5:26 pm

   [...] colleague Steve Andersen is doing some neat work to create techniques for sending email series with Salesforce. This is a pretty great "low-tech" technique for building an engagement relationship, [...]