Hello,
I would like to use automated emails & reminders for client-facing communication. But the amount of irrelevant information enclosed is a problem.
Are there currently solutions to any of these?
1- Unnecessary header that has a Log In button next to it which confuses external contacts who do "NOT" need to get into the trackers.
2- Text font is different from the information automatically included => unprofessional
3- I definitely do not wish to share link & name of the internal sheet + all timestamp in the communications?
4- Same problem at the footer of the automated email. Since we can send notifications unrestricted (meaning t emails that are not even signed in to Smartsheet), then I really don't see why this should go out in the footer:
thank you!
Hi @Abnoos Moslehi and @Tim Meeks
We recently released an update where you can now choose to only send the message from your automated alert without providing a link to the source sheet in the email. Our Release Notes page has more information, see here!
Keep in mind that if you want to send a message without a sheet link, but you also want some of the row content included in that message, you can add this dynamic data into your message by using specific formatting in your text (see our Help Center article on this, here.)
Cheers!
Genevieve
Need more information? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao!👋 | Global Discussions
Hi Abnoos,
Unfortunately, it's not possible to change the appearance much at the moment, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
As a possible workaround, to make it look a little better, if possible, could be to use placeholders instead for the information that is included in the message.
More info:
Would that work/help?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post 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 EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Thanks for your reply Andree! I have submitted a request.
Stay safe & have a nice week!
Excellent!
Happy to help!
✅Remember! Did my post 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 EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
@Abnoos Moslehi I totally agree. The automated emails are only good for INTERNAL use.. Not for External facing non-Smartsheet users. I am going to have to resort to a email third party app to resolve.
Any ideas? I saw in another post you made this suggestion.
I may have to get a developer to write an API and email out the letter to accomplish.
thanks,
Tim
Hi @Tim Meeks & @Abnoos Moslehi,
I've hadn't had time to this out from Zapier, but it seems like an excellent option.
What do you think?
Be safe and have a fantastic week!
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
@Andrée Starå Thanks Andree, I am looking into it. Although I think while we wait for the enhancement (:D), I may switch to an RPA solution.
Happy to help!
✅Remember! 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 EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Hi @Abnoos Moslehi and @Tim Meeks
We recently released an update where you can now choose to only send the message from your automated alert without providing a link to the source sheet in the email. Our Release Notes page has more information, see here!
Keep in mind that if you want to send a message without a sheet link, but you also want some of the row content included in that message, you can add this dynamic data into your message by using specific formatting in your text (see our Help Center article on this, here.)
Cheers!
Genevieve
Need more information? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao!👋 | Global Discussions
Hello, have there been any updates in the product, on this topic, or plans to get a capability where we can send Rich Text formatted email notifications?
Hello,
It is now 2023 and I still not able to format the automated emails. Any update?
Thank you
Janeth
