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Franky_Ruyssch2
Franky_Ruyssch2
Level 4
November 16, 2018
Solved

Send old email to new contact

  • November 16, 2018
  • 2 replies
  • 2097 views

Following problem:

2 days back we have send an email to our contacts.

Today we got new contacts via our CRM system.

Is there a way to manually send the old email to the new contacts? do i have to create a campaign?

Note that not all new contacts have to receive this email, we should select them by hand.

Same situation can happen tomorrow, next week...

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Best answer by karanhari-1

Hi @Franky Ruysschaert​,

You can use the smart list and flow as depicted below.

This way, all new leads from CRM will be added to this static list. Since you mentioned , you can remove the  new contacts that you do not want to send the emails from this list and include the list in the below smart campaign

This way the email would go to all leads who came from the CRM (Who have been filtered by you).

Optional Step

Additionally I would also like to point out that, for , if there is any criteria that can be defined to remove the new leads that you dont wan to send the email to, Then that criteria can be defined in another smart campaign (as shown below) and then, this campaign can be requested in the initial "Add to list" campaign. Flow screenshot attached below.

This way, it would be possible for you to automate the process, but for the Optional step  to work, its crucial that you define the criteria for the leads to whom you don't want to send the email. If the criteria is not defined and you want to remove new leads manually, then the first part of my answer will work.

Hope this helps.

Best Always,

Karan Hari

2 replies

Abhishek_Chand2
Abhishek_Chand2
Level 4
November 16, 2018

You must create a trigger with criteria so that particular contacts should get filter and in flow action you can set to send the mail. So every time when a new contact comes in CRM who fulfills the given criteria, email will be sent.

Abhishek Chandra
K
karanhari-1Accepted solution
Level 7
November 16, 2018

Hi @Franky Ruysschaert​,

You can use the smart list and flow as depicted below.

This way, all new leads from CRM will be added to this static list. Since you mentioned , you can remove the  new contacts that you do not want to send the emails from this list and include the list in the below smart campaign

This way the email would go to all leads who came from the CRM (Who have been filtered by you).

Optional Step

Additionally I would also like to point out that, for , if there is any criteria that can be defined to remove the new leads that you dont wan to send the email to, Then that criteria can be defined in another smart campaign (as shown below) and then, this campaign can be requested in the initial "Add to list" campaign. Flow screenshot attached below.

This way, it would be possible for you to automate the process, but for the Optional step  to work, its crucial that you define the criteria for the leads to whom you don't want to send the email. If the criteria is not defined and you want to remove new leads manually, then the first part of my answer will work.

Hope this helps.

Best Always,

Karan Hari

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