Hi, I'm trying to figure out if there is a way with our without a workflow to send and close multiple open email activities at one time. Overall, here is what I'm trying to accomplish:
1. Send an email from a different user to a list of 200 contacts with a personalized greeting line with the contact's first name as part of a campaign
2. Include two different people in the CC field of each email
3. Be able to open the reply emails in CRM as people respond and "promote to response" those emails in order to track campaign responses
Here is how far I have gotten in that process:
1. I have successfully created the campaign, the campaign email activity from a template and distributed the email to the marketing list
2. When distributing the email, I chose to not send and close the emails because I need to add the CC field to each email which was not an option when creating the email. Once the emails were distributed, I was able to bulk edit them and add the proper contacts to the CC field.
3. Once the emails are edited, they are listed as open email activities in my activities screen
From here, I would simply like to select all the open emails and choose to send them all at once, which I assume will close them. However, I cannot figure out how to do this with or without a workflow.
A few things to note, I have permission to send emails from other users and CRM is properly synchronized with Outlook and other test emails send properly.
Any insight would be much appreciated.
Thank you in advance.