Auto Email

[Suzette Sutton]

Is there a way to automatically send out an email when a new contact meets criteria - such as a new believer automatic welcome?

[Corsac]

@Suzette-Sutton, great idea!

Lets make sure I'm understanding this right.

Lets say you have a course to discover about Jesus and Bob signs up to the course.
Bob becomes a contact is D.T.
If along the course you find out that Bob has given his life to Jesus, you would make his faith status as "Believer" on his contact record.

We would want a workflow to trigger at this point to send Bob a custom "New Believer Welcome" email.

Is something like this what you are wondering about?

Right now there is a Workflows system in WP Admin > Settings (D.T) > Workflows.
It can update the record or leave a comment on the record, but can't currently sent emails.