Hello, I am building a campaign flow, and need to find a way to trigger an email to refrees' on referral accounts. So the break down is, a referral comes in through a webform, the referral will have the contact and account that referred them in the system. once the referral become an active account i need an email to trigger to the contact that referred them in the first place. How do i set up an email to trigger to that referral
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Hi!
To achieve this in Creatio, you need to set up a campaign or a business process that triggers an email to the contact who referred the new account once the referral becomes active.
Below is a high-level overview of how to configure this in Creatio via BP.
1. Verify the Relationship - Make sure the referral Account has a lookup field to the Contact who referred them (e.g., “Referred by”).
This contact must have a valid email address.
2. Create a Business Process:
Start signal: Record modified
Object: Account
Condition: Status = Active
(Recommended: trigger only when the Status field changes to avoid duplicate emails)
3. Add Send Email Element
Add Send Email element with parameter: Recipient → Account → Referred by (Contact) → Email
When the Account status changes to Active, the system automatically sends an email to the Contact who referred that account.
If needed, this can also be implemented via Campaigns. You would need to build a new campaign where contacts are added once the related account (e.g., “Referred by”) moves to a specific stage that indicates it is ready for sending communications.