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
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Have you set it up to send to other users already and that has failed too, or are you just testing it with yourself?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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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.
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Try setting it up to run daily with a condition of the date being in the next 1 day.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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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.
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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?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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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.
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Happy to help. 👍️
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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