Send one email that includes different messages

System

This discussion was created from comments split from: Conditional rule paths.

FuWaye

Hi @Genevieve P. I have a similar situation where we need to send one email that includes different messages based on multiple conditions, and without giving recipients access to the sheet. If I use Report then Share a Report as Attachment, is there a way to have only the customized messages be included? When using the PDF option, it still includes both relevant and irrelevant fields—even if the message/instruction fields are blank for the irrelevant ones. Am I missing something? Any advise? Thanks much!

prime_nathaniel

@FuWaye not sure your exact use case, but you can always customize the body of your email in sheet using concatenation formula

Create Column named Body 1
Body 1 = "Hello, some text " + [somefield]@row + " some more text that is relevent " + [somefield2]@row

You can now employ if then to logically construct that part of the body in different ways
You can do multiple body segments and then either concatenate them altogether in sheet or just mark them all as merge fields in your automation