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Build a form letter in airtable to email to customer

Topic Labels: Base design Formulas
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John_Reinagel
4 - Data Explorer
4 - Data Explorer

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!

2 Replies 2
Sho
11 - Venus
11 - Venus

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.

kuovonne
18 - Pluto
18 - Pluto

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