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Email Tracking

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Posted on by 6

I work in the property management industry, specializing in HOA management.

 

My company currently manages 30 associations (4000+ doors); the end game is to create a commmunication log for each association. At this time I am trying to figure out the most efficent way to create these logs.

 

Each association has a manager, assistant, and the accounting team; in total each association typically comunicates with 5-6 staff members/outlook emails.

 

I work in the property management industry, specializing in HOA management.

 

My company currently manages 30 associations (4000+ doors); the end game is to create a commmunication log for each association. At this time I am trying to figure out the most efficent way to create these logs.

 

Q1: Will I need to create a seperate flow for each user who works on that account?

 

 

  • Curtis Profile Picture
    Curtis 6 on at
    Re: Email Tracking

    Brad,

    Each office 365 connection is to a different account, I wanted to confirm that this is set up correctly.

     

     

     

    Flow Multiple office 365 Connections.PNG

  • Brad_Groux Profile Picture
    Brad_Groux 4,556 on at
    Re: Email Tracking

    Yes, you can assign accounts at the flow step level (action or triggers). Hit the eplipsis (...) on the step, and choose the connection under My connectionsCopyFileThenDeleteFile.png

    You add more connections/credentials via the Data > Connections page:

    Connections.pngIf this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

  • Curtis Profile Picture
    Curtis 6 on at
    Re: Email Tracking

    Awesome, that is what i was thinking but wanted to double check. Glad I am on the right track.

     

    Q: Is it possible to have multiple outlook 365 connections for the same flow? 

     

     

     

    *currently have the Flow Free subscription, if that matters

     

    **New to flow, sorry if it is a basic question

  • Brad_Groux Profile Picture
    Brad_Groux 4,556 on at
    Re: Email Tracking

    You'd probably want a Flow for each HOA since there are about 30 of them. You could have them all in a single Flow, but that would get unwieldy, and would likely affect overall Flow performance. You don't need 30 Flow licenses for this, you only need a Flow license for the Flow author. 

    For the emails, you could setup a SharePoint List that would include HOASubject and Body columns that could be updated as new emails are to be sent. Then, when the Subject and Body columns are updated, you can have the When an item is created or modified trigger the sending of the email, with the contets of the Subject and Body column being passed through.

    There are many ways you could accomplish this, it just depends on your data, environment and usage. 

    If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

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