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Notify the team before an e-mail is sent

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Anonymous
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Notify the team before an e-mail is sent

Hi guys,

I am trying to create a flow that will notify a certain group of people before/after and e-mail is sent.

The idea is that the whole team is aware that there is an upcoming send (for example) on Thursday at 10:00 a.m. or that the anticipated e-mail has gone out (The e-mail went out.).

I am unable to find a suitable solution. I tried the "Send alert" step, however, I ended up flooding an inbox with 2000 confirmation messages, as it sent a separate e-mail message for each of the mails that went out.

I tried with "Send alert" step right before the "Send" step, but that ended up in nothing.

I'm also using webhooks to Slack to notify for specific actions (clicks/opens..) and would also settle for Slack notifications, but I'm afraid testing the "Call webhook" after the "Send" step would also result in a few thousand messages in Slack.

Any ideas or experience with this?

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Community Manager

Re: Notify the team before an e-mail is sent

If you create a dummy record specifically for monitoring purposes, include it in your sending audiences with a smart list filter (e.g. Email Address is 'dummy@monitoringrecord.com'), and in your Flow use the Add Choice options to only send an alert when that record moves through the flow step then I think that would achieve what you're looking to do.  There's no graceful way to do it built into the application at the moment.

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Community Manager

Re: Notify the team before an e-mail is sent

If you create a dummy record specifically for monitoring purposes, include it in your sending audiences with a smart list filter (e.g. Email Address is 'dummy@monitoringrecord.com'), and in your Flow use the Add Choice options to only send an alert when that record moves through the flow step then I think that would achieve what you're looking to do.  There's no graceful way to do it built into the application at the moment.

pastedImage_0.png

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Anonymous
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Re: Notify the team before an e-mail is sent

Hi Steven,

Thanks for this suggestion!

Why do you need the Send alert step 2 times? When it's included in the smart list with "Email Address is dummy@monitoringrecord.com" it will be sent out with the rest, right?

Community Manager

Re: Notify the team before an e-mail is sent

You don't need two Send Alert flow steps, that was just me building an example   Just have as many as you need.

The Smart List would just need logic to include all of your normal audience + your dummy record (to make sure it's included in the send to trigger the alert).

Anonymous
Not applicable

Re: Notify the team before an e-mail is sent

Yeah, I tested meanwhile!

Thanks a million Steven! Works like a charm!