Conditional Logic Enhancement: Add Opportunity Custom Fields
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Robert Wazlavek
Right now in the email template builder, we can use conditional logic based on custom fields on the contact. I would like opportunity custom fields added to this.
I understand that these opportunity custom fields would only work correctly if the email template is used in a workflow with an opportunity trigger. I'm good with that. I have email templates I've created that are only sent when an opportunity is created or the stage is changed.
Also, we need better conditional logic in general that allows for "contains", "does not contain", etc. Right now, we can only choose "is" and "is not". Those are good and required, but very limiting.
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Mike Biagio
Actually scratch that, your software is completely unworkable without this, so we will move to another platform. Frankly, expecting ALL sales processes to be linear and expecting your customers to set up exponentially increasing numbers of emails based on if/else workflows is ludicrously amateur. For five events that are non linear, having conditional formatting in emails FOR OPPORTUNITY FIELDS is the difference between setting up 5 email templates and 5 to the 5 (3125) email templates.
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Mike Biagio
We would love to be able to send different emails to clients or potential clients that remind them of things they need to do, depending on what has happened for that opportunity. Also these things do not happen linearly. The reminder email will be dependent on factors like: have we received client details/has a client agreement been sent/have they signed the client agreement/have they sent details of their job/have they booked a major meeting to disclose the job details/has the major meeting been held/have we quoted/ have they paid? These factors would all be based on the opportunity, NOT the contact. Limiting conditional emails to only contact level is outright ridiculous. Building worklfows to account for the multitude of factors would be exponential and huge. Conditional reminder emails would work so easily in this scenario. It would open up your apps flexibility a hundred fold.