How to Create Email template based on created by date and Cr

Posted by Sudhakar on 11-Jun-2014 16:41

Hi all,

actually i need to send daily email to each referral source like following:

HI Referral,

No.of employees created Yesterday:: 20 (This number will change for each referral source based on how many employees they created Yesterday)

No.of employees created This week :: 50 

No.of employees created this month:: 100 

Thanks,

the above email should send to the each referral source according to the # of employees he created.

Can any one suggest me how can i achieve the above  .

All Replies

Posted by Mani Kumar on 12-Jun-2014 00:52

Hi Sudhakar,

Could you please refer to the Rollbase in Action documentation.

1. 'Chapter 6:Server-Side Code: Templates, Formulas and the Rollbase Query API." for adding the data dynamically into the email template.

2. "Chapter 10: Workflow and Triggers"  and  'Trigger Type' section as the mail needs to be sent daily you can probably use this.

Regards,

Mani.

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