First of all, I am a beginner in NetSuite, at level 0.1 :D, though I'm not new to programming.
I have to create a scheduled workflow in NetSuite to send emails to abandoned cart owners. I have created the search, I am able to load it in the stage in my workflow, but now... do I need to create another stage to send the email, or I should create an action in the same stage. Of course, I want these emails to be sent individually to every cart owner to remind them about their products not bought yet, so I have to iterate over the loaded search list items.
Can someone to instruct myself about the right way to do this?
Thanks in advance,
Ciprian
Related
My goal is to use a user's answers to a few questions to trigger custom emails being sent to them with filtered content on my wordpress website. It seems like this is a common need, but can't find anything that allows it, or even is the right base to build a custom solution.
There are 3 main features I'm needing to do: First, the signup form lets users choose a few criteria via selection boxes.
Next, the captured information triggers an email being sent that matches the content they chose. For example, if the user says they're interested in waterskiing, the email that is auto sent would show the most recent posts in the water-skiing category.
Finally, the user responses would need to be saved to trigger actions at a later time if the content is not available yet. So for example, if they are interested in bowling, but there are no entries on bowling, nothing happens. However, once a post gets entered in this category, they are automatically emailed with that recent entry.
Any clarity you can provide here on plugins, software, etc that would lend to this functionality is much appreciated!!
I need solution for the following:
1) Customer places order
2) Store owner recieves email WITHOUT price info (e.g. packing list)
What files do I need to edit (I've read lots of posts and they don't seem to mention the file paths).
Thx
Two possible ways to achieve that:
You can create a model rewrite for the class Mage_Sales_Model_Order and override the function Mage_Sales_Model_Order::sendNewOrderEmail by sending an email to the shop owner using a different template
You can set the configuration entry "Sales Email/Order/Send Order Email Copy To" to nothing (so that the shop owner doesn't get the same email as the customer), and implement an observer catching the event sales_order_place_after. In the observer function you implement sending of an email to the shop owner using a template without the price info.
I know I had a hack for it ... and then I don't have it anymore. I went through everything I could and right now, we're CCing ourselves the customer notification email. As soon as we're done with our site upgrade, I'll have to readd my hack. I'm pretty sure it's in app/core/Mage/Sales/Model/Order.php possibly in public function sendNewOrderEmail()
See this pic:
I remember hard coding in a file after the customer notification was sent, we sent another one to admin but hard coding the template ID for the transactional order notification email to 8. Now, somehow, I'm doing it the "right way" but have no idea how I'm triggering this transactional email to ALSO happen with the customer order notification.
Make your custom module in that module just send a event after "sales_order_save_after".
Catch this event in observer file and put your custum coding on observer.
Read this
hi i am new to Bugzilla.
I intend to send scheduled emails that include report created by me.
I do realize there is something to include search results in the email, using the 'Whining' feature provided in the admin section, and I am currently using that.
But is there a way to send Reports that are in the tabular or graph style? These emails are intended to be sent to the Business team and they dont care about the Title or Description of the bug, all they care is about how many products have how many bugs and what priority.
i am able to generate the report as per their liking, but unable to figure out how to inlcude that data in a scheduled email
It is not currently possible to send reports via email, although is it a long standing request. See https://bugzilla.mozilla.org/show_bug.cgi?id=35281
I am using Microsoft CRM 4.0. I currently have many accounts that need to be updated by the sales person assigned to the account. What would be the best way to notify the user of the update? Also, It would be nice if there was also a way to notify me back that the task had been completed. I was thinking the best way would be through a workflow but It does not allow me to select multiple accounts at once to notify the user, of which ones need the update. I also have mobile access with CRM.
You're on the right track. You could use a combination of workflows to accomplish this. I don't know what exactly it is they need to update but you could create a bit flag called new_isrecordupdated and then create workflows that wait until the fields needing to be updated are changed. When they are you can set that flag to true. Then have another workflow sleep for X days and verify that the field is false, if so send out an email to the user.
If you need them to complete tasks, then the workflow will need to sit on the tasks if they're regarding an account. On a status change of completed, update the flag to false.
Again, I'm not sure what you're looking for them to update so I can't say with 100% certainty that this is what you need.
Depending on how many accounts you are talking about, you may want a scheduled console application to find all of the outstanding accounts that still require attention. It could then create a single email for each sales person each day with links to each of the accounts that still required attention.
You could also have a single daily report letting you know which accounts had been updated and which were still needed updating.
These could be done with a scheduled application or an SSRS Report.
In addition it would be helpful to add a view for your sales reps that showed them the complete list of accounts that they needed to update. You would also want a similar view sorted by the assigned owner.
This way you have notification, but not abusive notification if a lot of these are happening and you have a way for both you and your salesmen see anything outstanding with a simple glance at a view.
You would probably need to have a boolean to set an account as needing an update, and then you could use a plug-in to reset that flag whenever the owner updated it along with setting a last updated date. This would give you the fields to flag an account as needing to be updated and the date would allow you to see which accounts had been updated by their owners.
I need to create a multilevel Approval Workflow for following scenario:
Workflow starts once item is created employee (Say in a ProductList) for certain Amount.
Manager Approves the workflow.
If Amount is < $5000, email goes to Employee as approved.
If Amount is > $5000, further approval is required. Item goes for further approval to VP and then CEO.
I am getting many examples on workflow, most of the examples are sending just an email based on condition. I need sending for further approval based on condition.
Create a list with the following columns
a. Product Name (Text box)
b. Price(Text box)
c. Mgr approval (choice)
d. Final approval(Choice)
Hide column c & d using JavaScript when user enter the value
a Create a workflow in item created for sending mail to manager
Show the column c using JavaScript or the manager
Create another workflow for send mail to final approval on item edited event after checking following conditions
a. Amount >5000
b. Mgrapproval (c) status is approved
Show the column d using JavaScript for the final approval
You can use simple JavaScript if the mgrapprover and final approver does not change. If these values are dynamic it is better to create a webpart for generating JavaScript by checking the login user group.
I would do the following:
Create a list with your approval items in it
Create an approval request as you have done
Check whether the amount >= 5000
If it is ask for approval from the VP and CEO (follow the same steps as you do for step 1 but this time using VP and CEO prefixes for your variables and collection tasks).
If possible, I'd also reference external lists for the amount to check at, and for the VP and CEO names - so that you dont have to redeploy the workflows when the amount changes or the VP/CEO change.
Theres a good write up of a similar multiple approval SP workflow scenario here
As an Aside, you might not want to send the emails with the task url, I'd suggest coding the actual edit page urls into the email so that users (i.e. Managers, VP and CEO) dont have to view the task, then click edit item, then approve, by viewing the Edit screen you can get the url and input your Workflow TaskItemID into the url directly which will give the end user a better overall experience. Only one button click to approve/reject instead of multiple clicks to just get to the screen.
I did this kind of thing by having a workflow like yours on the first list and when a certain condition is fullfilled(like >5000$), I move the item in another list where another workflow process it for approval like you need to. It may seem like your multiplicating workflow, but I usually prefer to have more pretty simple workflow than one workflow that does a lot of things.