Ensuring Automation Alerts Stay in One E-mail Thread

01/15/21
Accepted

Hi,

We created a variety of automation alerts for our business development team to receive alerts related to the progression of a specific patient through the referral process. Ideally, we would like for the e-mails regarding the same patient to remain in one e-mail thread for organization purposes. I set the subject line for all of the automation alerts to have the same subject lines because I thought this would achieve our aim. Our business development team, however, stated that e-mails regarding the same patient are in disparate messages.

Can you please advise how we can accomplish the stated goal of getting automation alerts related to the same patient in one consolidated thread?

Thank you in advance.

Best Answer

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    Accepted Answer

    Hi @Jonathan Dayan

    Unfortunately, as far as I know, it's not possible at the moment, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment.

    As a possible workaround, you could maybe use a 3rd party solution to send the emails or have an ID or something, and then use a rule in the email service to keep it all together.

    Would any of those options work/help?

    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!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    Accepted Answer

    Hi @Jonathan Dayan

    Unfortunately, as far as I know, it's not possible at the moment, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment.

    As a possible workaround, you could maybe use a 3rd party solution to send the emails or have an ID or something, and then use a rule in the email service to keep it all together.

    Would any of those options work/help?

    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!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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