Oct 16, 2022 09:24 PM
We are a charity that supports schools in another country and have a base with records for children who are sponsored by people from the wider community. We want to send details from the individual records to the sponsors. We have done this in the past by downloading and mail merging but this requires the photos of the students to be individually downloaded and pasted. Is anyone aware of a better way to do this?
Thanks,
Roger
Oct 17, 2022 06:42 AM
Hi Roger, may I know if you’ve tried out sending an email via Airtable’s automations?
Here’s the documentation for sending via Gmail
And here’s the documentation for sending via Airtable itself
If you have and faced some issues while doing let me know what those were and perhaps I can help you troubleshoot
Oct 17, 2022 06:48 PM
Hi Adam,
I have experimented with sending an email from Airtable and face 2 issues:
Oct 18, 2022 01:58 AM
Hi Roger, your message cut off I’m afraid. I’ve messaged you directly; let’s continue the conversation there
Oct 18, 2022 02:44 AM
Hi Adam,
I have experimented with sending an email from Airtable and face 2 issues:
This is an example record
And this is the email I receive:
Dear Sponsor,
here are the details of your XXXX Scholar.
Cheers
Sent via Automations on
©2022 Airtable
I really appreciate any help you can offer, thank you.
Regards,
Roger
Oct 18, 2022 02:45 AM
Hi Adam
I have resent the message in the forum, thank you.
Cheers,
Roger
Oct 18, 2022 02:57 AM
Yeap this is true. If you’re say, sending these monthly, you could create a checkbox field and just mark them all when you want the emails to be sent out
You’d make an automation that would trigger based off of that checkbox field, send those emails, and then update the record to unmark the checkbox field so that you could mark it again next month
If you’re willing to use Airtable’s default “Insert as List” / “Insert as Grid” options, then you could potentially get something that looks like this:
And here’s how that looks as an action: