Hi,
In our CRM we started with building stuff for a workflow for one customer area, say "nature". Knowing from the beginning there'd later be a need for other areas too, I put a categorising "tag" in place. So we have the leads and some other key data labelled with tags like "nature", "sports", "food" and "music".
There are a lot of email automation built in for this workflow. The other areas will largely have the process steps and hence hopefully very close to the same workflow.
Starting looking at adding the other three areas to yet only simple email confirmations and reminders (there are more complex automations also) I got a bit stuck. I guess I could build Conditional Logic steps for each of the cases. However, as I now understand it, this would require to also hard code Find Records steps for each case.
As there may need to be some updates and other actions too, I'm afraid I'll run out of steps at some point. It also bothers me to hard code all the cases, since there may be more areas added later, and that would require hard coding them into each automation.
So, I guess I'm looking for a solution where the tag present in a contact's information would trigger finding an email template with a Find Record step based on that tag. I couldn't see a way to use the Find Record steps dynamically in this way, but did I miss something?
I guess this would be doable with a script step, but that would be well outside my comfort zone, so would prefer something I can maintain myself.
Rgds,
Björn
.
. Maybe because I used separate Find Record steps, one for first finding all mails of relevant type (before choice of tag), and couldn’t see how to chain these dynamically.
