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Trigger an email to specific users in an organisation on a specific date

  • February 22, 2024
  • 1 reply
  • 0 views

Hi there,

I'm trying to work out how to manage this scenario within Zendesk.

We have a user field called user type, we use this to label people within an organisation. (i.e. power users, technical contacts)

We have an organisation field called support email trigger date. This is so an onboarder can set the date they'd like an email to be triggered introducing and transferring the client to support.

I'd like to know if it's possible and if so with what function and how I'd go about using the support email trigger date field to trigger a standard email to the user type "hero user" within an organisation that has reached the trigger date mentioned above with an introduction to support email. 

1 reply

Brandon12
  • February 24, 2024

Hey @michael88 -

Since Triggers are event based, there wouldn't necessarily be an event that would 'Trigger' this notification.  That said, there is an automation that can be built to action after a certain amount of hours before or after an event horizon.  More details here: https://support.zendesk.com/hc/en-us/articles/4408881800218-Can-I-be-notified-by-email-before-a-task-ticket-s-due-date#:~:text=To%20create%20an%20automation,date%20%3E%20is%20%3E%20x%20hours. Hope this helps!

Brandon