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Is there a way to update certain fields when sending emails via Copilot?

  • January 12, 2017
  • 2 replies
  • 26 views

aviv_caspi
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.

Best answer by heather_hansen

You could use the Email Logs object potentially?

2 replies

heather_hansen
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  • Answer
  • January 12, 2017
You could use the Email Logs object potentially?

aviv_caspi
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  • January 24, 2017
Yes, that's correct.

Thanks 🙂