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Using Workflow to Send an Email template with Embedded Form
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- Knowledgebase
- Automation and Workflow
- Using Workflow to Send an Email template with Embedded Form
Overview
The image provides an example of the parameters for a workflow to send an email message template with an embedded form. This will attach the form at the record level instead of at the contact level as it does when sending via e-Marketing.
Steps
- Create Email form
- Create Email Template
- Create workflow
Sample workflow
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