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Customer Forum

Sending emails automatically over a set time period

External Posted: 2014-06-27 16:25

Hi all

I have 15 Email Templates in WB that is a day by day lesson plan. I like to have a button on my people or Task screen that after demoing my product and giving my client access to Trial server, click that button and it sends one email every day to them for 15 days (preferably working days only).

I created email templates. I know a PHP that I can use for this purpose. I need help to how to do it and which route to take.

any help will be appreciated.
Workbooks Support Posted: Mon, 07.07.2014 - 11:01

Hi,

Thanks for your post. You're right in that PHP can be used to achieve this alongside the Workbooks Process Engine. You can create a button process which will send the first email and therefore kicking off the process. From here, you can use a scheduled process to find anything where email 2 needs to go out, then email 3 and so on.

I recommend that you take a look at our PHP client library on Github available here which has lots of example scripts to help you get started. Also, we have some excellent documentation on our website here and here.

Please let me know if I can be of any further assistance.