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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Does anyone know if using "pause" script will work for runing a script that follows through multiple different emails.

I'm trying to automate my email follow ups with clients that contact me for a service quote.

Example...

1.Create initial record

2.Start script for 2 day follow up

3.have an option to stop this process

4.if script is not stopped then send a 5 day email

5.have an option to stop this process

6.if script is not stopped then send next follow up e-mail.

I'm sure this can be done. Can anyone confirm this? Any idea's how to set this up?

Thanks! [email protected]

Posted

Does anyone know if using "pause" script will work for runing a script that follows through multiple different emails.

I'm trying to automate my email follow ups with clients that contact me for a service quote.

Example...

1.Create initial record

2.Start script for 2 day follow up

3.have an option to stop this process

4.if script is not stopped then send a 5 day email

5.have an option to stop this process

6.if script is not stopped then send next follow up e-mail.

I'm sure this can be done. Can anyone confirm this? Any idea's how to set this up?

Thanks! [email protected]

Posted

Does anyone know if using "pause" script will work for runing a script that follows through multiple different emails.

I'm trying to automate my email follow ups with clients that contact me for a service quote.

Example...

1.Create initial record

2.Start script for 2 day follow up

3.have an option to stop this process

4.if script is not stopped then send a 5 day email

5.have an option to stop this process

6.if script is not stopped then send next follow up e-mail.

I'm sure this can be done. Can anyone confirm this? Any idea's how to set this up?

Thanks! [email protected]

Posted

I don't see any need to use the pause script step for this. You can just run a daily script that searches for 2 day old records and sends the email for all found records. Then repeat the process for 5 day old records.


 Look for 2 day old quotes

Enter Find Mode

Set Field[theDateField, Get(CurrentDate)-2)

Perform Find[no restore]

If [Get(FoundCount)>0]

   You can put a pause step here if you want to review the found set of records

   before sending out the emails

  Go to Record/request/page [first]

  Loop

    Send Email[...

    Go to Record/request/page [next, exit after last]

  End loop

End If

 Repeat the above steps for 5 day followup emails

 changing the search formula to Get(CurrentDate)-5

Posted

I don't see any need to use the pause script step for this. You can just run a daily script that searches for 2 day old records and sends the email for all found records. Then repeat the process for 5 day old records.


 Look for 2 day old quotes

Enter Find Mode

Set Field[theDateField, Get(CurrentDate)-2)

Perform Find[no restore]

If [Get(FoundCount)>0]

   You can put a pause step here if you want to review the found set of records

   before sending out the emails

  Go to Record/request/page [first]

  Loop

    Send Email[...

    Go to Record/request/page [next, exit after last]

  End loop

End If

 Repeat the above steps for 5 day followup emails

 changing the search formula to Get(CurrentDate)-5

This topic is 7191 days old. Please don't post here. Open a new topic instead.

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