I would like to set up a workflow that will automatically bulk move contacts out of Group A and into Group B after an email is sent to Group A. Is this possible?

  • In general it helps all of the other community members to help you if you include what version of CiviCRM you are using and which CMS. – ErikH - CiviCooP Oct 31 '17 at 14:23
  • My apologies - first time here :) Civi version 4.7.1 on Drupal. Thanks! – Sandra Oct 31 '17 at 15:19

In principle this should be possible using the CiviRules extension: https://civicrm.org/extensions/civirules.

Documentation of this extension: https://docs.civicrm.org/civirules/en/latest/

I think you would get there by selecting the trigger Activity is added, select the specific type of activity (Email) and add one more condition that would specifically identify your mail. Then action remove from group A and add to group B.

Or if you use a mailing you should probably be able to work with a trigger on Mailing but I have never tried those myself!

Your Answer

By clicking "Post Your Answer", you acknowledge that you have read our updated terms of service, privacy policy and cookie policy, and that your continued use of the website is subject to these policies.

Not the answer you're looking for? Browse other questions tagged or ask your own question.