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


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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.

2 replies

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  • Author
  • 1 reply
  • January 8, 2025

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


Aggarwal
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  • Level 4 ●●●●
  • 134 replies
  • January 8, 2025

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


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