Welcome Email Sent to Customers Three Days After First Order Workflow
The following example shows how to create a scheduled workflow to send a "Welcome" email to a customer three days after the customer places an order.
The example uses a custom field, Email Scheduled, on the customer record form to identify if the email has already been scheduled. A saved search identifies customers who have at least one sales order and who have not received the welcome email. The workflow runs the saved search on a daily schedule and sends the email to the customers that meet the saved search criteria.
If any current customers have existing sales orders, this workflow also sends the welcome email to those customers.
To set up the workflow, complete the following steps:
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Create the custom field for the Customer record. For information, see Step 1 Create the Custom Field for the Customer Record.
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Create the saved search. For information, see Step 2 Create the Saved Search.
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Create the workflow and set the schedule. For information, see Step 3 Create the Workflow and Set the Schedule.
You can also use these steps to build this process into a larger workflow.