Hello all, I am in need of some assistance with the Sharepoint email system.
The overall goal of this project is to create a mailing list that I can send mass emails out from our personalized company emails, depending on which person in our company is associated with that contact. So, here's what I think the process should look like:
- Have a mailing list with the following columns: email, full name, project advocate associated with said contact, and a checkbox for whether or not they should receive emails- these are the most important from the workflow point of view
- Have a staging list to keep track of potential contacts to be updated into the mailing list
- Have a workflow that has a schedule in which it runs through the staging list, checking for duplicates in the list, also checking for any copy of the email and name in the mailing list.
- On completion of the workflow, send the staging list to boss for approval with a report that has indications as to whether or not the contact is a duplicate. Also, check each contact for to make sure it has an email. If it doesn't have an email, flag it for boss's review as well. Not sure how I would do this report, maybe with an access app.
- Take boss's approved contacts and merge them with the mailing list.
- Then, make a workflow that sends emails out (3-4 times a year), to the contacts that have the checkbox checked. These emails can use the data in the contacts to fill out the email with personalized data. The only thing I'm not sure on here is how to get the emails that the people receive to be from myemail@sharepointsite.com instead of whatever email the SharePoint Designer sends from automatically.
- Also, I would like to be able to form some other reports along the way. Like to have a historical data list, which keeps track of what contacts have been emailed and when.
Does this logic seem like it will all work together? Thoughts?
ambid17