Stuart Scadron-Wattles (GONE)

    Transaction workflow with email

    Now that Actionpages worls so well, I would like it if users could be notified via an email when a transaction over a user-defined amount with a type of Actionpage is posted.


    5 years ago

    Replies

    Karen Guanzon

    Training Manager

    Hi Stuart,

     

    I will submit this as an idea for consideration in a future release. You can also create a workflow that sends out an email to users when the transaction amount meets your criteria and the source specified on the transaction is "Online Actiopage".

     

    Thank you,

    Karen Guanzon

    5 years ago
    Answer
    Mark as Answer

    Sarah Murphy

    I wanted to see where we were in implementing this with Causeview. While we have been able to create a workflow in Salesforce to notify us of transactions, it has proven difficult to come up with a workflow that delivers relevant information for Event Actionpages. It would be incredibly helpful if the email function was native to Causeview, so it could include relevant Actionpage data. Please advise.

    Thank you.

    4 years ago

    Karen Guanzon

    Training Manager

    Hi Sarah,

     

    What kind of Actionpage data for Events were you interested in seeing? I am going to check with product team to see if this is on our road map or if there is an alternative solution we can offer.

     

    Thank you,

    Karen Guanzon

    4 years ago