I've created a registration form via a public site where a lead is created and immediately added to a campaign via a visualforce page and custom controller (not web to lead).

The coding is the easy part (apparently). How can I send an email template to that lead? I'm trying process builder and workflow but I can't send an email template only an email alert. Perhaps email alert will work but I can't figure out how to send that to a newly created lead.

Use Case: user enters email clicks submit (complete) -> lead is created and added to campaign members object (complete) -> [now on create of that campaign members record] I want to send the email template to the lead: "thanks for registering..." (need to complete)

Currently I have an email alert set up but it's not emailing the lead

Workflow rule:
Object: Campaign Member
Rule Criteria: Campaign: Campaign Name EQUALS AMCC - Mobility Session
Evaluation Criteria:    Evaluate the rule when a record is created

Email Alert
Object: Campaign Member
Recipients  Email Field: Email

I suspect the problem is the recipient field becuase this is a public site.

  • is your requirement to not use code at all? Or doing so via code's fine? – EvAzi Jan 8 '17 at 22:02
  • I'd prefer not to do code but given my deadline I'll use it for now. – tjcinnamon Jan 8 '17 at 22:03
  • don't understand what problem you have - you could use email template in email alerts in workflows. – EvAzi Jan 8 '17 at 22:09
  • It's not emailing the lead. I added some more detail in the question – tjcinnamon Jan 8 '17 at 22:21
  • 1
    What you're actually doing is performing is a task that's related to the Campaign. You're going to want it show up as a related activity on that Campaign when the New Campaign Member is created. This workflow should be firing on the Campaign which acts on it's child Campaign Member. – crmprogdev Jan 9 '17 at 1:56

Email alert off the Campaign Member worked. The problem was my organization email policy in my SANDBOX.

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