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- What is Due not before and Due not after in Task Manager?
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- Show all articles ( 43 ) Collapse Articles
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- Adding options to the main menu - including links to external sites
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- Email Settings Section
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- Adding Users
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- What is Due not before and Due not after in Task Manager?
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- Articles coming soon
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- Changing/upgrading to another APP server - Why is my chart not working when using a different APP server?
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- Show all articles ( 17 ) Collapse Articles
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- Accessing information on Contacts, Opportunities & Custom Forms from the Search Results screen
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Using Workflow to Send an Email template with Embedded Form
Last Updated:
byJanice Infantino
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0
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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