Hello,
I am trying to automatically send emails to a group of contacts in a business process. Is there a way that I can do so using the "send email" user action or with a system action?
I know that I can add multiple contacts to the "send email" but I need it to be able to adapt in each case. There isn't always going to be three people to send to, for example.
Like
You can loop through the contacts and use the SendEmail task to each one, merging in fields for that contact. You can see how to loop through the records in this article: https://customerfx.com/article/how-to-loop-through-records-in-a-process-in-creatio-formerly-bpmonline/
The basic concept is to flag the records you want to loop through, then clear the flag in the loop so the next time you read the flagged records you have one less each time. Hope this helps.
Ryan
Hey Kevin! Did you end up doing this? I'm looking to do something similar and want to have multiple recipients on the same email. I was thinking of creating a string parameter on the process, looping through the contacts read in like Ryan mentioned, and seeing if I can append the text parameter with an additional email address each time.
Francine Braese,
Ryan's technique of looping the records and clearing the flag in each record as processed work great. The string parameter was how I handled the group send in the process I built, extending the string each time through until all records were process. Once I had the To string assembled I could insert the parameter into a send email element in the process.
Thanks Kevin! It's great to hear this approach worked for you. I started exploring tagging/untagging contacts instead of using a boolean field as slight variation of this. That may be a way to loop through the contacts without the clutter of an extra field.