Solved
Is there a way to update certain fields when sending emails via Copilot?
Hi,
We are using Copilot to send our NPS survey and I would like to update a field on the Customer Info level to hold the date of the last NPS survey that was sent to the account.
Is there a way to update fields automatically when an email is being sent via Copilot?
I was thinking to use the rules engine , but which object do I need to use?
(Not NPSSurvey Response because then the field will be updated only for those who sent their response and not to all the power list).
Thank you,
Aviv.
We are using Copilot to send our NPS survey and I would like to update a field on the Customer Info level to hold the date of the last NPS survey that was sent to the account.
Is there a way to update fields automatically when an email is being sent via Copilot?
I was thinking to use the rules engine , but which object do I need to use?
(Not NPSSurvey Response because then the field will be updated only for those who sent their response and not to all the power list).
Thank you,
Aviv.