Help

Save the date! Join us on October 16 for our Product Ops launch event. Register here.

Send group of records to one email

Solved
Jump to Solution
984 1
cancel
Showing results for 
Search instead for 
Did you mean: 
aday
4 - Data Explorer
4 - Data Explorer

Hi there!

Does anyone know if there is a way to do the following:

Say you have a customer that orders 5 items, you have each item as a record and then the customer in a different table with the email address. I would like to trigger a button to start an automation to email a customer with the grouped 5 orders tagged to that customer. Thank you! 

1 Solution

Accepted Solutions
Karlstens
11 - Venus
11 - Venus

Yes absolutely. To keep it as simple as possible, you'll need to prepare your Base with tables including, Customers, Products and also Orders - of which the orders table will (hopefully) forever grow, and will contain the details for the Find Records action in Automations to collect the matching records for the out going email.

See Solution in Thread

1 Reply 1
Karlstens
11 - Venus
11 - Venus

Yes absolutely. To keep it as simple as possible, you'll need to prepare your Base with tables including, Customers, Products and also Orders - of which the orders table will (hopefully) forever grow, and will contain the details for the Find Records action in Automations to collect the matching records for the out going email.