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Forums OroCRM OroCRM – How do I? Questions Set workflow or set of marketing lists?

This topic contains 4 replies, has 2 voices, and was last updated by Artem Liubeznyi Artem Liubeznyi 1 year, 2 months ago.

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  • #57947

    keberdle
    Participant

    Hi, we are starting with ORO.

    Our case: We need to ask all business contacts for their store addresses, if they have one (or more).

    We will take the following steps:

    1. Send an email about this with link to wholesale website forms for addresses and a link to click for “I do not have a store”.

    2. After 5 days, we will send a letter by post to the contacts that have responded to the email.

    3. After another 10 days, we will start calling the contacts that have not set a store address or have not indicated to us that they do not have a store.

    When business contacts set a new address, I will set it by API. By setting the label (tag) “store” for new addresses, or by setting a new address type (e.g., billing, shipping).

    We need to see in reports how many customers have set “have/do not have” a store in time.

    What is the best way to do this in ORO? By means of workflow or with a set of marketing lists?

    Is it possible to set and filter using tags in API? I have not found in api/doc/rest_json_api?
    Where can I set new address types (e.g., billing, shipping)? I have not found it in Entities..
    Can one entity be in two or multiple ongoing workflows?

    Thank you in advance,

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