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Webinar: Go with the Flow, Part 2: Email Notifications https://help.pm.leapevent.tech/a/1926480
Join our stellar consultant partners at Data Geeks Lab to learn more about Flow, Salesforce's automation tool, with clear, practical examples you can use with PatronManager. Flow is a powerful tool that is replacing older automation options like Workflow and Process Builder with a modern interface and lots of flexibility. With great power comes great responsibility, though, because Flow allows you to break things in your system as easily as fix them!
Learn how to safely use Flow to send email notifications based on changes in PatronManager, for example to notify your development director when someone gives $1,000 or more, or to notify your executive director when a VIP patron has their ticket scanned at the door.
This webinar is geared toward PatronManager Admins.
Recorded March 13, 2025
We strongly encourage you to watch Go with the Flow, Part 1: Record Updates before viewing Part 2, as Part 1 includes introductory material that is not repeated here.
We recommend setting the video quality to 720p (click on the gear at the lower-right of the embedded video) and watching the video in full-screen mode, if possible.
Data Geeks Lab workshop offer!
Work with Reid or Caroline one-on-one to create new Flow(s) or troubleshoot existing one(s).
- Session on Zoom - you drive, we’ll show you where to click.
- $250 per hour*
- https://bit.ly/DGLFlowHelp
*Data Geeks Lab offers lower hourly rates for clients who sign up for an ongoing support contract.
PatronManager documentation
Salesforce resources
- Salesforce Ben: Lightning Email Templates w/Drag and Drop Builder
- Salesforce Help: Send an Email from a Flow (includes template lookup)
- Salesforce Release Notes: Use Email Templates in a Flow Action
- Salesforce Help: Email Alerts aren’t being sent in Sandbox
- DGL Flow Workshop: https://bit.ly/DGLFlowHelp