• Resolved michalowr

    (@michalowr)


    I would like to send a separate e-mail if the lead-status is accepted and a separate e-mail if the lead-status is rejected. Is it possible?

Viewing 7 replies - 1 through 7 (of 7 total)
  • Plugin Author Upi

    (@upi)

    yes, it’s possible.
    you can add email templates as you wish and use the rule based logic to send emails.

    please try and see how it goes.
    Uri

    Thread Starter michalowr

    (@michalowr)

    in the rule editor, I do not see the option to do it like this – if “lead status” contains “accepted” send THAT email. There is no option to choose “lead status”.

    Thread Starter michalowr

    (@michalowr)

    I was trying to do it like this – if “Audit log” contains “accepted” send THAT email. But it’s not going.

    Thread Starter michalowr

    (@michalowr)

    I added a custom field called “status” I made a rule for it, if it contains rejected or accepted, the appropriate e-mail is to be sent. before import, i changed some values in xls file to rejected or accepted. When importing data, all rules work and e-mails come out, but when I manually edit previously imported data, nothing happens. In general, when importing data, the data is duplicated, I understand that there is no mechanism that would catch duplicates and you have to watch out every time not to import data that already exist in the database?

    Plugin Author Upi

    (@upi)

    Regretfully I believe you are correct.
    We can probably?modify / add this on future version.

    Thread Starter michalowr

    (@michalowr)

    It would be great if you could select lead status when creating the condition.

    Plugin Author Upi

    (@upi)

    we’ll consider?it for future version or offer this as a custom dev.
    Thanks
    Uri

Viewing 7 replies - 1 through 7 (of 7 total)
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