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Workflow survey email to several recipients

  • 12 December 2023
  • 2 replies
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MattiasM
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Userlevel 7
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Hello all and good morning from a cloudy Sweden!

I have a workflow that triggers from a Salesforce outbound message that is designed to send out a survey email once criteria is met on the object in Salesforce. 

So far so good. 

 

The issue I’m facing is that there are several contacts in a Related List on the object in question (see image below).

 

How do I set it up to only send the survey email to the individuals that have been selected in the list before the trigger fires off? What do I need to add to the workflow in Qualtrics to capture all of them? 

 

Thanks in advance

-Mattias

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Best answer by InessaG 12 December 2023, 14:40

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2 replies

InessaG
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Userlevel 7
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This needs to be handled on the Salesforce side. The outbound message needs to be triggered for each contact separately based on whatever rules you set up.

MattiasM
Rank
Userlevel 7
Badge +61

This needs to be handled on the Salesforce side. The outbound message needs to be triggered for each contact separately based on whatever rules you set up.

Thanks @InessaG and good morning from a sunny Sweden!

Then that’s what we’ll do :)

 

Have a great day and thanks again!

-Mattias

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