How to do it

  1. Navigate to Settings | Solutions | Packt.
  2. Under Processes, click on New.
  3. Fill in the following details:
    • Process name: Send Student Welcome Email
    • Category: Workflow
    • Entity: Contact
    • Tick Run this workflow in the background
    • Type: New blank process
  4. In the Process editor tick Record is created and As an on-demand. Keep the rest as is with their default values.
  5. Click on Add Step | Wait Condition.
  6. Click on <condition> (click to configure) and select the following:
    • Process in the first column
    • Execution time in the second column
    • Equals in the third column
    • In the last column, use the form assistance on the right-hand side:
      1. Select 1 under Day
      2. Select After
      3. Look for Process
      4. Double click Execution Time in the last list
  1. Click on Save and Close.
  2. Back in your process, click on Select this row and click Add Step, then click on Add Step | Check condition.
  3. Click on <condition> (click to configure) and enter the following details:
  • Contact, Email, and Contains Data
  • Contact, Contact Type, Equals, and Student (created in the previous recipe)
  • Contact, Status, Equals, and Active
  • Click on Save and Close:
  1. Click on Select this row and click Add Step, followed by Add Step | Send Email.
  2. Select Create New Message from the drop-down and click on Set Properties.
  3. Enter the details of the e-mail as follows:
  • From: <your name>
  • To: using Form Assistance on the right, select Contact under Look for followed by Contact from the next dropdown, then click on the Add button followed by the OK button at the bottom:
    • Enter Welcome to Packt University in the Subject Line option
    • Enter Hi
    • Using the right Form Assistance, select Contact, Last Name, and click on Add, then OK
    • Follow the salutation with a carriage return (Enter) and Welcome to Packt University
  1. Save and Close the dialog.
  1. Click on Activate at the top of the workflow:
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