Sendgrid Email HTML - Pull custom data from another record in a different table

[Jamie_Rood]

Hi!

I run a recruitment business and I currently have a table for ‘Jobseeker sign ups’ and ‘Open Projects’. When I get a new ‘Open Project’, I send an HTML email to notify jobseekers about the project. Apart from referencing the jobseeker’s Name and Surname in the HTML code, the rest of the information about the ‘Open Project’ is hard coded.

I wanted to know whether there is a way to include data about the ‘Open Project’ in the email HTML even though the Sendgrid block is set to send emails to a view in the ‘Jobseeker sign ups’ table.

Ideally when I get an open project, I would like to generate an email template containing the information from the fields that exist in the Open Project table, so I can notify the jobseekers about the details of this Open Project.

Any assistance is greatly appreciated. Thank you!

[Jamie_Rood]

Hi @Mohamed_Swellam ,

See screenshot below.

You’ll see that the name of the opportunity is pulling through (the big text in purple in the email copy), but then the next one isn’t (Which client is this project for? (from Open projects 3)).

I’m unsure why this isn’t pulling through even though this is definitely the name of the field, and the field exists in this table.

Thanks,

Jamie

[Mohamed_Swella1]

It might be something very simple as the spelling or an upper/lower case letter. Did you copy paste the field name?

[Jamie_Rood]

Yep I copied and pasted the field names and double checked. There isn’t a rule that you’re aware of where you can only reference one field that’s not native to a table is there? Only because I referenced Gender from the jobseeker table as a test and that seemed to pull through as well as the (Name and Surname) shown in the screenshot.

[Mohamed_Swella1]

Im sorry, do I understand correctly that this field is not in the table you are referencing? It has to be there yes.

[Jamie_Rood]

It is in the table, but it is a Lookup field from the Open Projects linked field.

[Mohamed_Swella1]

Then it should work.

If you want, you can duplicate the base and delete all the info in it leaving just dummy data then sending me a view link so I can check it

[Jamie_Rood]

Thanks @Mohamed_Swellam ,

Here is the link to the test base: Sign up - Airtable

I have left three records in there for you to use as a test. Let me know if you need anything else.

Thanks so much,

Jamie

[Mohamed_Swella1]

Thanks for Sharing @Jamie_Rood ,

Please note as Im not an expert in HTML Im not able to fix it completely but I see the problem

The field name MUST be with curly brackets BUT not as an HTML. Meaning, the field name cannot be “Which client is this project for? (from Open projects 3)” and you add the curly brackets before the , it has to be {Which client is this project for? (from Open projects 3)}

[Jamie_Rood]

Hi @Mohamed_Swellam thank you very much for looking into this. I think I understand what you’re saying, but I’m not entirely sure. Are you saying the curly brackets (‘{’) are conflicting as part of both the HTML code and the reference of the field?

[Mohamed_Swella1]

Hi @Jamie_Rood

It is yes, also the name of the field has to be written all at once without HTML coding