Can I send Welcome Letter?

Trying to figure out the Automation programming for when someone fills out a form that goes into one of my Smartsheets that if they provide their email address it will trigger a welcome letter email to be sent to them when they submit the form. Is this possible?

Answers

  • Ray Lindstrom
    Ray Lindstrom ✭✭✭✭✭✭

    You can create an automation.

    Trigger: Select "When rows are added or changed"

    When: Select the column where you store the email address if entered

    Changes to: select "Any value"

    Select an action: "Alert someone"

    Then you can modify the Subject and Body of your email (welcome letter email) that will be sent. You can also specify whether or not to include links or field values. Remember you can add field values inline with your text by calling the column value with double curly brackets {{Column Name}}.

    All the best,
    -Ray

  • Mark C
    Mark C ✭✭

    Thanks for the help.