Apr 21, 2021 09:41 AM
Is there a way to show a button/option of Accept or Deny within the email using automation?
Currently, the email is sent with a link the reader clicks, that opens a form (duplicating the same info in the email) to make their selection.
Apr 22, 2021 02:36 PM
Could you walk me through the workflow you are using so I can better understand the context for the question? It sounds like you are using an email automation that opens a form but I’d love to know how ideally the button you’d like to have would be used?
Screenshots are always appreciated as well(especially for Automations) :slightly_smiling_face:
Apr 22, 2021 03:49 PM
Once a new record is inputted in the system and fits a certain condition the automation will run that sends an email. The project details are outlined in this email. Based on the details the recipient has an option to accept or decline the job. Currently, the only way I can see to do this is to add a link in the email that opens a form with the same information that is in the email. Instead of having the email recipient click on the link and read the same details, I’d like to have two buttons in my email that give the option to Accept or Decline with their choice populating inside of airtable.
Apr 23, 2021 08:27 AM
Apr 26, 2021 08:49 AM
Thank you so much for the screenshots! After looking into it - I believe the workflow you are looking for could only be accomplished using one of Airtable’s integration options. You should be able to make your workflow work by either using Zapier or using Integromat.
I hope that helps, and please let me know if you have any other questions along the way I could assist with!
Apr 26, 2021 09:06 AM
I understand how Zapier or Integromat will work but how can I add the buttons in the email using markdown?
Apr 26, 2021 09:53 AM
I just checked it out and I don’t think you’ll be able to use a button, but you can include a link in your email automation by using an HTML Anchor tag.
It would something like:
<a href="YOURLINKHERE">Your message here</a>
You can also dynamically use your automation’s record values like so:
Would two links, instead of two buttons, work for your use case?
(Also- for additional Zapier context I wanted to include this support article which has some more info about setting up Airtable with Zapier)
Apr 26, 2021 10:14 AM
As stated my current setup for Accept/Deny is under a dropdown, which doesn’t have multiple links associated? Can a dropdown be used in the email automation using HTML or Markdowns?
Apr 26, 2021 01:11 PM
Unfortunately, we do not support creating dropdowns within our Email Automations at this time. After trying a few things, I believe sending an Airtable form may be the best choice of workflow if you’d like to keep the Accept/Deny in a dropdown format.
Sorry again for any confusion on my part, and let me know if I can help with anything else!