Email Automation Not Working
I have set up an automation to send a message one day prior to an event.
The date is pulled from the Summary Field into a DATE OF EVENT Helper column which is the column I am using to run the automation. But it will not run! Please help!
Answers
-
Have you set it up to send to other users already and that has failed too, or are you just testing it with yourself?
-
It is supposed to send to anyone in the CONTACT column. I have put myself (personal account) in the contact column and it does not send. It DOES send when I trigger it to, but it does not send as is, which is meant to send a reminder the day before the event.
-
Try setting it up to run daily with a condition of the date being in the next 1 day.
-
Ok, I have narrowed down the problem. Both the way I have it set up, PLUS your suggestion BOTH work, if I TYPE the date into the date column. The automation runs.
The problem must be occurring because the date column pulls from the Summary Sheet. I would rather not have to type a date in twice (both in the summary AND on the sheet itself) so I'm wondering if this is just a flaw in the capability of the automations or if if the date column has to entered directly.
-
How exactly is the summary field being populated? Have you made sure that both the summary field and the DOE column are definitely set as date types in the properties?
-
That was it! I had no idea I could make a summary field be a date field! It was just text with the date typed it (the column WAS a date field). I've tested it and that appears to have fixed it! Thank you so much. Such a simple little thing.
-
Happy to help. 👍️
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.8K Get Help
- 434 Global Discussions
- 138 Industry Talk
- 470 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 65 Community Job Board
- 486 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives