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 - CiviCooPOct 31, 2017 at 14:23
-
My apologies - first time here :) Civi version 4.7.1 on Drupal. Thanks!– SandraOct 31, 2017 at 15:19
Add a comment
|
1 Answer
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!
answered Oct 31, 2017 at 14:28
