- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Aug 10, 2024 12:45 PM
Hi everyone,
I have a table for customers, a table for assets and a table for faults.
Each client can have several assets and each asset can have several faults.
When a fault is closed, an email is sent to the customer with a request for payment for that fault.
I have clients who are divorced and they are paying for the same property.
Their email column is a lookup field from the asset table (which connect to the client table) in the faults table and it looks like this now - "email 1, email 2"
And the same for the column with their first name it a lookup field from the asset table (which connect to the client table) and it show - "first name 1, first name 2"
I can send each client seperate email with the "repeating group" automation.
the problem is that i cant seperate their first name in the email body text.
how can I send each client private email with his first name?
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Aug 12, 2024 01:32 AM
Hello,
You could try the following:
The repeat action is set on the linked field "client_id" from the record that triggered the automation.
You then have a find record action to retrieve information from the client table:
Where condition "is name" comes from the repeating group current item:
You then add your send mail action using information coming from the find action to get client name and mail:
Regards,
Pascal
