I’m new to Airtable and am SO excited at what I’ve seen so far. Thank you for such an amazing platform!
I’d like to use the button field to send a templated email. I see that can be done. Very cool! My question is, can I have the email change templates based on another single-select field? Example: Customer record #1 shows “New Lead” in the status field. If I clicked on the send email button I’d like to have an “introduction email” pop up. Customer record #3 however may have a status of “New Lead - 2nd Follow Up”. I’d like the button to then auto-populate a different “follow up email” in that same view. Is this possible? If not with the email button function… could it be done with scripting or a custom app? This would be a game-changer for my business!!! I just need direction on where to go with the idea.
Thank you for any guidance you can provide!
UPDATE: Just had a backup idea… maybe I could an make “email template” field in my record that put out a different email for each status using IF statements. Is there a limit for how much data and options can go into those formulas?
ANOTHER QUESTION now that I’m playing around with the email button a bit more. How do I enter down in the email body of the template to create a new paragraph? All text is showing up in a long string right now. Are there any reference guides to writing formulas for the body of these emails?
Example: “Hi Andy, My name is Lindsey.” vs
My name is Lindsey.”