Dec 24, 2023 12:51 PM
I would like to build a library of follow up emails that are stored in a table that will go out to customers at different times depending on where they are in the sales process. I would like to personalize the emails and provide some other specific information specific to their account. I envision it as it being kind of a form letter with variables situation
For example
Dear {Customer First Name}
We have you scheduled for service on {Service Date} arriving between {Start Time} and {End Time}.
We look forward to seeing you
{Sales person name}
There will be 5-10 different emails so I would like for these to be stored in a table that can be easily changed or added to and can be run through a single automation.
I would appreciate any thoughts on how this could possibly be accomplished. I"m open to using formulas, automations, scripts..
Thanks in advance!
Dec 24, 2023 04:13 PM
This is a helpful guide on how to send an email in automation.
How to Create Email Digests with Automations | Airtable Support
Use conditional groups to branch on the format of an email in a single record.
Conditional Groups of Automation Actions | Airtable Support
Use repeating groups to send the same format email to multiple records.
Airtable automations: Repeating groups | Airtable Support
Unfortunately, conditional groups and repeating groups cannot be combined.
Dec 25, 2023 07:03 PM - edited Dec 25, 2023 07:04 PM
I describe the pros and cons of four ways to implement email templates in Kuovonne's Guide to Airtable.
- Template in Email Action
- Template with CONCATENATE() formula
- Linked Template Table with SUBSTITUTE() formula
- Scripting Template