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Can I enter a Training DOC based on Delivery Method?

Max . shared this question 6 years ago
Answered

I would like to enter a Training doc for a customer if the delivery method is a certain delivery status. Can this be done?

Comments (2)

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We have safety training material for that, and we have custom training you can build for your employees. But we do not yet have the ability for you to make custom training content for customers.

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The best you could do is create a manual email template that you send manually or auto email template that has a delivery type filter applied. Those emails would either need the content directly in them or a link to some content you build somewhere else. For instance, you could use a different tool to build the content like Survey Monkey and put that link in the email.

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