automated emails

Calculate birthday and send email in Vtiger 7.4

January 11, 2022
VTiger 7.4 introduced some new email actions functions, one of them is substring. Using the substring function, now user can calculate birthday and send email in Vtiger 7.4 using workflow. Let’s take a look at how user can calculate a records birthday and send an automated email with birthday wishes to that client. In order to do so, first you have to create three more fields in addition to the default Birthday field 1- Date of birth: This fields shows the actual date of birth of the contact 2- Today – Month Date:  You have to create a text type field, that will show current month and todays date 3. Birthday – Month Date: You have to create a text type field, that will show the birthday month and date 4. Is birthday today: This is a text field, whose value will be either “Yes” or “No” depending if its

Features Of VTiger Email Templates

November 24, 2016
In recent marketing tends, emails emerged as one of the most strong marketing tools. From a simple business dealing in one commodity, to a multinational corporate giant that offers a diverse range of products, everyone is benefiting from emails. The reason behind vast usage of email as a marketing tool is its benefits; some of the prominent advantages include its cost effectiveness; you can reach a wide range of audience using it; distances do not matter while using emails etc. There are also some drawbacks of using email, like most of the people do not even bother to open the email and delete it. To tackle this problem marketing personnel should design an attractive subject for emails. One strategy in this regard is to design customized emails specifically for the recipient. If you get an email in which you are addressed with your name rather than just a typical respected