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

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Have you set it up to send to other users already and that has failed too, or are you just testing it with yourself?

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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.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Try setting it up to run daily with a condition of the date being in the next 1 day.

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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.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    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?

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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.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    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!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com