locked
CRM 2011 Quick Campaign, update account before sending RRS feed

  • Question

  • Hi,

    Is there a way before sending a quick campaign, from a marketing list. To automate (I was hoping with a workflow) updating a field in the person who sending who's account with the name of the quick campaign??

    Basically want to know what was the last campaign was sent to them, but would like it updated BEFORE its sent, so I can then use the field in the campaign email itself, sounds a bit backwards I know, but for what i am doing, its needed.

    Thanks in advance,

    Chris

    Friday, July 31, 2015 10:49 AM

All replies

  • Hi Chris,

    I would venture your best bet here is a custom plugin that will iterate through all recipients in a marketing list (associated with campaign) and update that particular field. You would call this plugin via a workflow.

    Friday, July 31, 2015 1:35 PM