Mass Email Distribution with Customized Attachment

I cannot figure out how to solve this issue. I am trying to create a process that will eliminate mail merging customized documents with customized attachments through word.

Step One: I have created my repository of data for needed customization.

Step Two:: I have selected a group of rows and selected documentation generation.

Step Three: Custom documents have been attached to each row.

Solution Needed: I would like to select multiple rows at a time and process emails to each row contact with the attachment included.

Problem - automation to send an email alert does not allow for the row attachment to be included. The other feature in SEND does not allow you to select the "contact cell", so this would have to be a one by one process from what I can find.

Any ideas on who to solve?

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Accepted answers

Andrée Starå

Hi @Leslie Kuhlman

I hope you're well and safe!

Here's a possible workaround or workarounds

Add a checkbox or similar that triggers a Workflow with an Update Request because that will include the attachment link from each row.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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

Leslie Kuhlman

I think that is going to work! I had the check box so we were on the same path, but it was "send an update" that did not offer the attachment. That would be the ideal option.

However, your workaround is a good one. I will play around with it to see how I can make is less about asking for something and more just a delivery method.

This only thing that concerns me is it is requesting information which might confuse the recipient. LOL, you know technology scares most people:)

All comments

Andrée Starå

Hi @Leslie Kuhlman

I hope you're well and safe!

Here's a possible workaround or workarounds

Add a checkbox or similar that triggers a Workflow with an Update Request because that will include the attachment link from each row.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

Leslie Kuhlman

I think that is going to work! I had the check box so we were on the same path, but it was "send an update" that did not offer the attachment. That would be the ideal option.

However, your workaround is a good one. I will play around with it to see how I can make is less about asking for something and more just a delivery method.

This only thing that concerns me is it is requesting information which might confuse the recipient. LOL, you know technology scares most people:)

Andrée Starå

@Leslie Kuhlman

Excellent!

To make it more clear, you could add some text for clarification.

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

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