Schedule Daily Email of "Open" Cases | Scribe

    Schedule Daily Email of "Open" Cases

    • RSS Marketing |
    • 19 steps |
    • 2 minutes
      1
      To create a new Automation click "ADD".
      2
      Give the Automation a name and click "ADD".
      3
      To set the Trigger click "Schedule".
      4
      This opens the options to Schedule your Trigger. Select the interval, time, days etc. as required, and click "CONFIRM".
      5
      Click the "+" icon to add the Next Step.
      6
      In this example, the Next Step is to "Find" the specific records to be emailed on the schedule.
      7
      Set the Record Type to "Case".
      8
      Use the dropdowns to select the field, operator and values. In this example, that is "Case Owner" "is equal to" and the value is the "User Name".
      9
      Click "AND" to add another Find criteria.
      10
      In this example, use the dropdowns to select the "Case Status" "is not equal to" and the value "Closed".
      11
      Click "CONFIRM"
      12
      Click the "+" icon to add another Step.
      13
      The Next Step is to send an email, which is an "Action".
      14
      In "Actions", click "Send Email".
      15
      Use the dropdowns to select the recipient(s) from the "Email addresses" list, then add an email Subject and your message Contents. You can use the CRM fields to populate the message.
      16
      Here we have used the CRM field "Case Subject" to populate the content which will create a clickable link in the email, which will open the case in the CRM.
      17
      Click "CONFIRM"
      18
      Use the toggle button to set the Automation to Live.
      19
      The click to "SAVE" your Automation.