send email manually based to insight attribute email value

[Torbjörn Richter]

Hi

Does anyone know if there is a email plugin that works with Insight in the way that you should be able to select 'customer' from insight custom field and then send an email based on the customer email address from attribute.

For example.

I have an jira Incident issue. Using an insight field I select which customers that are affected by the incident. An email goes out to all these customers. 

Now one customer replies with a question (becomes a comment on the issue). Now I want to be able to reply to that customer only with a custom email. I will use 'this plugin' to select this customer from a dropdown. I write my answer and then the plugin will fetch the email address from an insight attribute from that customer object.

I hope my question is clear :)

[Yinon Negev]

Hi Torbjörn.

     Although we haven't tested this here, here is a possible solution using Insight itself ;) :

Create a Transition Screen with the following CFs: 

1. Affected Customers - Insight Object (Multiple) (this CF is already populated, according to your example

2. Target Customer - Insight Object (Single) CF, with Filter Issue Scope such as: object IN(${Affected Customers${0}})

3. a Text Area CF to contain the Message body

On the Customer Object Type - add a TextArea Attribute "Email Content" - empty.

Now:

When you wish to respond to one of the Affected Customers, click the Transition Button, and select your "Target Customer" - which will be available out of the "Affected Customers" objects.

Type the Message Body in the Textarea CF.

Define a postfunction to Set the value of an object attribute with a predefined value , where the Target Attribute is the "Email Content" on the object selected as "Target Customer", and the Predefined value is ${Message Body} /a Placeholder for the Text Area CF.

Define an Automation rule for Object Updated, where objectType = Customer and the condition is "Email Content" IS NOT EMPTY.

The automation Rule should have 2 Actions:

1. Send an Email, based on the Email in the Customer Object, with the placeholder ${Email Content} in the message Body. (you'll have to set the Subject as you will)

2. Clear the "Email Content" Attribute from any text (using groovy Script - something like this, although clearing requires a different method - i.e. deleting the ObjectTypeAttributeValueBean).

This way, the Attribute "Email Content" will be used both as a Trigger and the Content of the Email generation.

As said - this was not tested but logically should work to achieve your requirement.

If you require additional assistance, please raise a Support Request with us in https://portal.riada.io

Kind regards,

Yinon

Team Riada

[Torbjörn Richter]

Thanks Yinon

I will leave this question unanswered for some more time in case I receive more solutions. But your suggestion is definitely something I will try