Hi Iuliia,
I am glad that you think this solution will work for you.
While I am happy to answer your questions, I will not be able to set up this workflow for you. However, if you would like help setting it up, please call into Support and someone on our Support team will gladly walk you though the process. You can also reference this conversation if you’d like.
I’ll also follow up with your Account Manager on my end.
As for your questions:
- The postal code and email steps are Workflow Actions - learn more about Workflow Actions here. You can add many different types of actions to a workflow. In this case, the postal code action is an if / then branch, based on a contact property value. The email action is a “send internal email” action.
- For the email actions, you can choose to send an internal email to any email address. If you look at the screenshot, there are 2 different email addresses: user@company.com and user2@company.com
- The personalization tokens in the email you create will be populated with the contact’s information, and then sent to the email address you choose. This article explains how to add personalization tokens to an email.
Also, I would recommend that you read these two articles as well, which will be very helpful in this process:
All the best,
May