Mail merge / webmerge

[Arlo_Haskell]

I’m looking for a way to send personalized emails to contacts in my base, inserting variables from linked records for things like balance due, payments made, programs signed up for, etc. Has anyone had any success with doing this sort of thing? I know I can do it with a Google sheet, so one idea is to export Airtable info to sheets. WebMerge looks like it does this in a more robust fashion and and I see Zapier can connect it with Airtable.

Would love to hear from anyone who’s had success with this sort of thing.

thank you

[Cherissa_Medina]

So is there any service that is endorsed by Airtable to do this? Are there plans for AT to do this from AT directly?

[Katherine_Duh]

Hey all, we just released a new block that integrates your base with the SendGrid API. You can use it to send emails to a list of contacts, and pull in variables from the values in each record’s fields. You can read more about how to use it in our support article.

Important: please do not use this block to send spam or other unwanted emails! If you are sending messages for commercial purposes, please ensure that you are abiding by all relevant local regulations related to email communications (such as the CAN-SPAM act).

[Daniel_Farina1]

This is freaking awesome @Katherine_Duh. This is such a good example and useful block. I’m trying to convince my boss to upgrade!

Question: Are devs allowed to build blocks, is there a plan for this?

Cheers! keep up the great work.

[Arlo_Haskell]

Thank you for the heads-up @Katherine_Duh! This looks promising, and it’s great to have this functionality available in a block. We use the Gmail app for mail at our small nonprofit, and SendGrid seems quite a bit more complex. I’ll have to spend some time getting to know it to see if it makes more sense for us than the third-party Google Sheet add-on that we’re using now.

[Arlo_Haskell]

Update: SendGrid is not as complex as I first thought! We’re up and running with this SendGrid block, which has amazing potential to streamline our workflow for transactional emails. BUT, inability to apply simple bold and italic formatting to emails from the block is a big drawback. Hopefully, that will be added later?