Auto Reply to Form Submissions

Brenda

Hello Team,

I was trying to setup automatic replies to people who enter their email and select a certain timeframe. I would then like to send an automatic reply with information regarding the session that they signed up for. Is this possible using workflows?

I can't seem to select a contact in the "Send to contacts in a cell" I would like to select the person's email who matches the date of the session.

Is this possible?

Smartsheet Automate form.JPG

Smartsheet Email Form Entries.JPG

Garrett Henke

@Brenda The column will need to be set up as a contact list for this automation to work.

You do not need to enter any emails in the Values section.

Also you will need to change the permission settings to unrestricted so that the workflow will be sent to all users and not just users that are shared to that sheet

Garrett Henke

@Brenda Do you have the email column set as a contact list?

Brenda

Hello Garrett,

I don't think I've set it up as a contact list. Can I do that if it is a submission from a form?

Thanks,

Garrett

Garrett Henke

@Brenda The column will need to be set up as a contact list for this automation to work.

You do not need to enter any emails in the Values section.

Also you will need to change the permission settings to unrestricted so that the workflow will be sent to all users and not just users that are shared to that sheet

Brenda

Perfect, that works!

Thanks Garrett!