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Is it possible to send a mass email or campaign of Opportunity Contact Roles of a certain "role"?

 

I want to send a mass email to all Opportunity Contacts where the role is X. 

 

Additional to the Role, I have a custom object with an Opportunity lookup. I only want to send emails to these Opportunity Contacts where a checkbox field on the related custom object is False. If the checkbox is true, I do not need to email those Opportunity Contacts. 

 

I'm wondering how to begin/implement across Opportunities, Contacts, and Custom Objects, and if there are other options out there to do this.  Thank you! 
5 answers
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  1. Aug 15, 2022, 5:14 PM

    Hi Tam, 

     

    Were you able to find a solution for this use case?

     

    Will you please share on how this solved this?

     

    Thanks!

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