[Joshua LaneMember Contributions: 1Level 1☆@joshua_lane]

Here is what i am trying to accomplish:

When a customer’s first order is billed, an automated email is sent to the customer with a satisfaction survey 7 days after billing.

Here are the methods I have tried:

1. Workflow initiated on a saved search:

a. Criteria:

i. date first sale: within last week

ii. status: sales order billed

This would work beautifully if ALL new customer’s orders were billed within the same week the order was placed.
However, some orders may fall through this criteria if they we bill them the following week or if it is a custom order that is billed even later than a week prior.

Second method is to create a workflow on a sales order record that is triggered when date of first sale=today. Then once sales Order Status= sales order:billed delay 7 days to send survey.

Third, and this may be the simplest. (untested)
have a workflow execute an email on:
survey sent field !=yes
Date first sale= after today.
Status: billed.
Then send email. add action to set field value survey sent

Then all first orders will be executed when ever the workflow is scheduled

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