How can I send a reoccurring email with an embedded link to a survey form?

Jef Forward

Hello All,

We currently have a survey form that we send twice a week to our team of 20 plus employees. We also have a helper sheet that uses formulas to gather this information into the statistics we want to share. We currently do this manually through gmail, copy and paste the link every time. I am looking for a way to automate this.

I have thought about using the "update request" function, which has a nice reoccurring delivery system, but I would have to update the recipient list in the body of the message each time a new employee came aboard.

In the automation area, the list of recipients can be every one who is shared to the sheet, which is awesome!

To my question - how can I create a date to have this automation run? One option is to have a cell with a current date, and then run a formula for week number. I can base an automation on every updated week number. - this could work, but the automation would go out every Monday. However, I would like this to go out on Tuesday and Thursday in the morning. One idea is a formula that will yield the specific date of the said days of the the week number, but struggling with the formula. Thanks!

David Tutwiler

In the automation panel for that sheet, select the Alert Someone option. Once there, change the option to "Once a Date is Reached" and then change "Run On" to "Custom". You'll get a screen that looks like the screenshot below. From there, you'll just need to go and customize your message to include the survey link.

Jef Forward

David - Thank you very much, I totally missed that, it worked! Jef

David Tutwiler

Awesome! Glad to hear it.