Setting up Automation to "Request an Update" from a contact within the row.

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I am wanting to set up an automation to request an update to a specific field from the person whose email is in the row. How do I do that?

I have selected "Send to contacts in a cell" but the only dropdown option I have is "Modified By." I would like to send it to a different Column Header: "email address". Is this possible?

TIA


Best Answer

  • ShaneP
    ShaneP ✭✭
    Answer ✓
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    Hi Kristin,

    If you change the column type of the header "email address" to contact list (double click the column and then use the drop down under column type), then you go back into the automation you should be able to see email address as a dropdown option.

    SP

Answers

  • ShaneP
    ShaneP ✭✭
    Answer ✓
    Options

    Hi Kristin,

    If you change the column type of the header "email address" to contact list (double click the column and then use the drop down under column type), then you go back into the automation you should be able to see email address as a dropdown option.

    SP

  • Kristin O
    Options

    This worked like a charm! I was driving myself mad trying to figure it out - thank you so much for the assistance!!

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