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Smart-Tasks question

Copper Contributor
Posts: 45
Country: USA

Smart-Tasks question

Can I send automatic email to customers who's Birthday today?

 

Is necessarily insert an activity to the smart-task before to send the Barthday E-mail??

 

Thank you for your help

Everyday I learn something new
Copper Contributor
Posts: 45
Country: USA

Re: Smart-Tasks question

It works, but the mail stays in the Outlook drafts...

 

How can I get the email to be sent to the contact in Outlook?

 

thanks for any ideas

Everyday I learn something new
Bronze Contributor
Posts: 1,276
Country: USA

Re: Smart-Tasks question

They probably did go out but stayed in the draft folder instead of going into the Sent folder.  This KB - Answer ID 25103 - will show you the steps you need to take to check a box telling Outlook to put them in the sent folder.

Patricia Egen
Certified ACT! Consultant, Trainer, Developer
www.egenconsulting.com
(423) 875-2652

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