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How to notify/email customers via workflow with a particular product ?

elizabethojo
Honor Student

How to notify/email customers via workflow with a particular product ?

Hello, 

 

I would like to send out an email (with their invoice) to all customers who have only been invoiced a certain product (SKU) to alert them of special considerations. 

 

How do I isolate all invoices that only have one product to send them an email by workflow with their invoice attached?

 

Thank you,

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2 REPLIES 2
sbaranidharan
Senior Tutor

Re: How to notify/email customers via workflow with a particular product ?

Hi Elizabethojo,

 

Step1: Use data Query or export as the first task and check the product SKU in the filter condition, You will be getting the list of invoices with the product SKU alone. 

Step 2: Iterate over it.

Step 3: Have an email task and attach the invoices to it.

 

Thanks and Regards

Santhosh

elizabethojo
Honor Student

Re: How to notify/email customers via workflow with a particular product ?

Thanks but doing this pulls all invoices that have that SKU. How do I pull invoices that only have that SKU and weren't invoiced with another SKU?

 

Example: Invoice 1 has SKU A and SKU B and Invoice 2 has two rows (invoice items) of SKU A, how do I query Zuora to only pull Invoice 2? Is it possible? 

 

Thank you,