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Pro account: Using an email from the record to send an email in an automation

  • August 2, 2021
  • 4 replies
  • 26 views

Bears_VN
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Hi there

We have a pro account and I have a simple approval for set up that when someone submits me an idea on a form, they can add their email address if they would like an emailed update as to the approval status of that idea.

But, when I put that e-mail address in the “To” Field I just keep getting told the e-mail field is blank - despite me having made sure there are no blank fields on the table.

Is this fixable or can the automation only send to a set email address and not one from the table itself? As stated, we have a pro account so it should not be the e-mail address itself that is causing the problem.

Thanks
Shaun

4 replies

Kamille_Parks11
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Are you getting an error through testing your automation, or when the automation actually runs? Be sure to re-test the trigger step and check if the test trigger record has a value for the email field.


Bears_VN
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  • Author
  • Participating Frequently
  • August 2, 2021

Are you getting an error through testing your automation, or when the automation actually runs? Be sure to re-test the trigger step and check if the test trigger record has a value for the email field.


I get the error when I test and when I try to preview the email. And the automation failed due to the error

I have made sure that all records on the table have an e-mail in the field to check this. There is no blank e-mail fields

Thanks
Shaun


Bears_VN
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  • Author
  • Participating Frequently
  • August 2, 2021

And the third time is a charm. Don’t know why clicking again made it work. I did have to reconfigure the sending e-mail account this morning due to a password change so maybe it took some time to catch up.

Thanks
Shaun


Databaser
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  • Brainy
  • August 2, 2021

Good thing that it now works. Could it be that you forgot to retest your trigger step in the process?