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Save Reports/Lists for Accounts

lists email marketing email campaigns accounts accounts report

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#1 Webservio



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Posted 13 November 2015 - 11:33 AM

Right now it is a big disadvantage to us to only be able to save lists for contact records. At the minimum, it would be great to be able to save Account Reports so that we could reuse them for future campaigns.


Even better would be to create lists based on account fields just like we can currently do with contacts.


EVEN BETTER would be to create reports and lists based on a combination of contact and account fields. For example, create a list to send an email to all contacts that are associated with an account that has the industry field marked as X. Currently we have many duplicate fields between accounts and contacts (city, state, domain, industry, etc.). Having this capability would mean we didn't have to duplicate fields so much.

#2 cobaltor



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Posted 19 July 2016 - 02:05 PM

I think I found a solution for that. If you need to send one email template to multiple selected or filtered accounts:

  1. Set a new field in the "Accounts" forms from Admin>X2Studio Module Customization Tools>Manage Fields
  2. Add a new field for Email (example: c_accountsemail) and set type of field as "email".
  3. Create the email doc template  in Docs section, record Type: Account. Put in the "To" field {c_accountsemail} as attribute and save.
  4. Create now a Macro under Admin>Workflow & Process Tools>X2 Workflow. Name it for Example "Send Email to an Accounts List" (see June 9th, 2016
    X2CRM TechTalk III – An X2CRM Administrator and Developer Webcast)
  5. Make a simple workflow as Macro executed+Email
  6. Put {c_accountemail} on the "To" field of the "Email" Flow action dialog.
  7. Go to Accounts list and put checkbox column visible. Select the accounts you want to send the template. Alternatively you can filter on any column (Tags or name etc)
  8. Once you have your desired accounts listed and selected with checkbox, it will appear the button "more" on top, just on the right of tag icon, click on it 
  9. Execute Macro. Select the Macro you previously created in this example select "Send Email to an Accounts List"
  10. Done.

Be carefull this is a rude solution and has not the nice management of campaign subsystem. Email are sended in a flash, that is not so relaxing. Also one macro for one template is very stressfull.

Moreover I think this solution did not give receiver the chance to unsubscribe in case you will use in the wrong way.

Hope to made something helpful. Admin please reply if this solution is inappropriate.

#3 Webservio



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Posted 08 August 2016 - 08:09 AM

Interesting workaround. We will look into it. Thanks for posting!

Also tagged with one or more of these keywords: lists, email marketing, email campaigns, accounts, accounts report

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