How do I send emails using smartsheets?

Paul Abbott

How do I send emails using smartsheets?  I have a google sheets document connected with a google doc, and mail merge fields entered in the letter. I can run mail merge, but it doesn't send the emails. How do i make it send the email messages out?

Andrée Starå

Hi @Paul Abbott

Have you followed the guide below?

https://help.smartsheet.com/articles/1850128-smartsheet-merge-add-on-for-google-docs

What happens?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Hi @Paul Abbott

Have you followed the guide below?

https://help.smartsheet.com/articles/1850128-smartsheet-merge-add-on-for-google-docs

What happens?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Paul Abbott

Thank you for your quick response! I used Smartsheets last year and remembered it sending just an email to each recipient, rather than a PDF. I prefer just a mail merged email. Perhaps I should just paste my mail merged document into the message text box as shown in these directions you sent. Would that be my best option?

is there an easy way to save all of the PDFs generated?

thank you,

Andrée Starå

@Paul Abbott

You're more than welcome!

Yes, that is one option. Another alternative could be the new Document Builder feature. You can set it up to send out a PDF similar to Google Docs, and it would also be attached to the relevant row.

Make sense?

More info: 

https://www.smartsheet.com/content-center/product-news/product-releases/create-documents-faster-smartsheet

https://help.smartsheet.com/learning-track/smartsheet-advanced/document-builder