Avoid automation sending same email to contact listed on multiple rows

Brooke Leith

I have set up a sheet that lists every web page on my company's site and has a column listing the Content Partner who is in charge of that page. I have a workflow that alerts the Content Partner annually to review their pages.

Often, one Content Partner will be listed for multiple web pages in any given month (because they are in charge of more than one web page). I have it set to list links to the URL column of the sheet so they know the web pages to review.

With my current set up, that means the Content Partner is getting the same custom message repeated multiple times in the same email, depending on how many rows they are attached to month.

Is there a way to give them this generic, custom message only once, but still have them listed on multiple rows in the sheet? And still link to the URL column so they can see their pages?

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Paul Newcome

You could set up another column that will join all of the URLs together for "Today" and then set up your workflow to run based off of this column being populated. Then make an adjustment to the custom message to pull from this new column.

Brooke Leith

@Paul Newcome Hi Paul, I think that could work. Can you give more information on how to join the URLs together? And I do this monthly (ideally first day of each month, an email goes out to all people in that month that need to look at their pages), so can it be something other than "Today"?

Brooke Leith

Could @Paul Newcome or anyone else provide additional context on this process?

Paul Newcome

My apologies for the delay. I missed the notification from your last response. I will do a little testing and get back to you.