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author's profile photo Former Member
Former Member

Automatically create business activities for outbound emails

Dear experts,

In order to have the historical contact log between our client and its customer, we would like to have the outbound emails automatically created as activities for those customers.

By customization we are able to have that link for the inbound emails.

Is it possible also for Outbound Emails? Which way should we follow?

Thanks in advance,

Regards

Joao Fleming

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2 Answers

  • author's profile photo Former Member
    Former Member
    Posted on Jul 31, 2007 at 10:14 AM

    Hi Fleming,

    First you have create a tempelate for the outgoing activity(eg:outbound email) and you have assign this templete id in campaign under the transaction templetes. give start and end date, and select your commnication channel and realease the campaign, and go search in activity monitor, you can see your outbound email.

    Regards

    Chandramohan

    Reward points if it helps.............

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    • Former Member

      Dear Chandramohan,

      Thanks for your reply.

      In fact we need to have this functionality without linking it with marketing campaign capabilities. This is beacuse we need to create the activity AFTER sending the email (e.g. when replying to a customer from the email inbox), and not the otherway.

      Regards,

      Joao

  • author's profile photo Former Member
    Former Member
    Posted on Aug 29, 2007 at 02:22 PM

    Dear experts,

    any ideas about this issue???

    Thanks again for your help,

    Joao

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