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Can I use Lead Auto-response to send an email 3 days later?
We want to use our web2Lead to log new leads and then send them a followup email 3 days later.
Can the auto-response do this by itself?
Can I do it with auto-response if I add a trigger?
When I try to add a trigger, there is no NEW button under Leads:Triggers, why?
I have made an attempt to set up an auto-response rule that seems to work under reports, but is never triggered and never sends out email:
Created Date LESS THAN LAST 3 DAYS AND
Created Date equals LAST 4 DAYS
The rule above should select one day of my leads and send out an email defined by the template assigned to this rule.
However, the auto-response is never triggered. Does auto-response only work for rows as they are entered into the Leads table?
The documentation mentions nothing about when/how/if the auto-responses are triggered; can I modify this for a delay?
Or, do I need a separate service / product to extend SF functionality to do this?
My guess, I need the latter, because I need something that can automate the creation of a mass email list from my Lead data, and then send it out. I'm guessing that is strictly a manual process with SalesForce at this time?
thanks,
Jeff-
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Jakester 10/07/08 |
Hi Jeff, The IdeaExchange is a place to suggest improvements to Salesforce. For general questions about how to use it, post a question (or, better yet, first search on the topic to see if someone else has already asked) on the community tab (http://community.salesforce.com/) |
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