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Dec 12, 2024 11:57 AM
I'm trying to set up an automation so an email is sent out to a client when their video's status changes to CLIENT REVIEW.
Specifying that wasn't a problem. However, when testing it, I keep getting an error message that the To field is empty. I've mapped it to a field containing an email address, and specified the exact record to use set to the correct Status, but keep getting this error. The token is set to pull the Value. I've tried the other options but get the same (non) result.
How do I get this to work?
Thanks
Dec 12, 2024 09:33 PM
Hey @BrucePPV,
Please do the following:
1. Create a conditional group and add in there the send email action
2. If the email is in a lookup field please verify that you added the value from that email instead the ID
3. How do you test the process? Do you test it by the test button on Automations settings? If so, please select the record again in trigger level and then run your tests again
Let us know if that worked. happy to help you 🙂
Thanks
Dimitris Goudis
Dec 13, 2024 05:10 AM
Hi Bruce,
One potential workaround is to create a formula field and include {Email}, where “Email” refers to the field that contains your client’s contact email. You can name this new field something like “Email (Formula)” and then hide it from the grid view to keep things tidy. Once the formula field is set up, you can add it to the “To:” field in your automation without worrying about formatting issues.
Dec 13, 2024 08:55 AM
Have you tried retesting your trigger? The automation may be pulling data from an earlier version of the record before it had a email value.