Overview
The Add Note After Campaign Email Sent workflow automatically adds a note to a customer or invoice after a campaign email is sent. This provides clear visibility into communications and keeps your records up-to-date without manual effort.
How It Works
When a campaign email is sent, a note is automatically added to the corresponding customer or invoice.
The note can help your team quickly understand recent communication activity without searching through email history.
Setup Steps
Go to the Workflows Gallery by navigating to Workflows > New Flow > Use Gallery.
Find Add Note After Campaign Email Sent and click Use Workflow.
Click Publish Flow.
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Easily document customer communications and keep everyone aligned with automatic notes!