Workflow to email manager if defined segments have any contacts in them | XM Community
Skip to main content

Hoping to configure a workflow to run daily looking for segment populations > 0 (or just certain directory embedded data criteria) to trigger an email to (non-contact) managers. Relationship between manager and segment is not based on organization hierarchy.

Is the only way to do it with a webservice and API call to get segment members and parse, filter… seems pretty convoluted.

About to export the directory and manage the communication workflows in SQL.

I think I can do this using dashboard workflows...


Yes dashboard workflows can also be used to trigger based on responses or metrics. 


Leave a Reply