Faking Drip Campaigns

We don’t have an email blasting tool that effectively supports drip campaigns, so we’re faking it a bit. A picklist represents all the steps in a drip campaign. After we send all the communications for this month, we shift everyone to the next step. To make this easier, I built a VisualForce page that updates all Contacts to the next value in a specified picklist.

You could do this kind of thing with workflow field updates (there is an option for moving fields to the next option in the picklist) but there isn’t a great way to query the objects. A List Button won’t work because you have to page through and select all your Contacts before clicking the button. So, this is what I came up with.

2 Responses to “Faking Drip Campaigns”

  1. jodie Says:

    bless your soul steve.

  2. gokubi.com » Blog Archive » Unattended Drip Campaigns with Time-Based Workflow Says:

    [...] I faked a drip email campaign, but here’s the real deal. Matthew came up with this idea and I think it’s [...]

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