Mass email automation for meeting a criteria

mahmadi

hello all, I need to create a workflow for the below scenario. I will have many rows of data around 500 sometimes. there is about 30 columns also. I have a date column for which I want the workflow to work based off of. if the 10 days before that term date is reached, I want Smartsheet to send an email to a contact but not email per cell. I want it to include all the rows whose date is met. then another day another group of rows would match the 10 day criteria and I want Smartsheet to send a new email with all the details for those rows (by details I mean the column data of those rows). Can someone please help me. I know it is a bit complicated but really cannot have it send 1 email per row.

Can you also guide how it would work if we could have one email sent per row?

@Paul Newcome I would appreciate your insight. Thanks

Itai

Hey @mahmadi ,

When you create your automation you can choose if you would like all the columns to be included in the email or you can choose specific ones.

{{}} will add the data into the message but you dont need to use it to send the list itself.

Eric Law

@mahmadi If you have the same email in a cell that it sends to, it should be sent to them in a list form, example below.

mahmadi

so if we have 200 rows that meet the criteria , it will send 1 email to Eric Law on the day for those 200 rows?

Itai

Hey @mahmadi ,

Yes it will.

mahmadi

Thanks @Itai . how do I select several columns to appear in the email. I guess before there used to be advanced option and one could choose the columns and now it has to be done in the customized message with {{}}. how do I still get them in table format because I have about 10 columns to choose from my sheet of 70 columns. Thanks

Itai

Hey @mahmadi ,

When you create your automation you can choose if you would like all the columns to be included in the email or you can choose specific ones.

{{}} will add the data into the message but you dont need to use it to send the list itself.

mahmadi

Thanks @Itai . I did not want to give link to sheet but since it is the only option and they will not have access to the sheet anyways I will go ahead and use this option.