Sending out multiple proposals (attached pdf) via email and from data entry in excel

[Andreas Solbakken]

Hi, 

So I tried searching the conversations here could not find something related so here we go;

My goal:

Send out a proposal to customers in bulk via email.
(The email contains a pdf which takes data from an excel sheet (that data gets populated into an google docs template which then gets sent as an attached pdf)

This is all set up, and fields are linked from excel sheet to doc , and it seems to work when I have only one row (one customer) in excel, but I have now two problems:

1. how to set up the automation so that it will send a seperate email for each one of the rows (customers) 

2. How to link one of the fields in excel (email field) to the recipient line of the email, so that the it will pull this data from excel to use as a sender.

I would be very happy for some assistance if anyone could help out, I would gladly pay someone that could help me out too, as we need to set up this through zapier also in the future. 

Kind regards
Andreas

[Daniel Florey]

In short it should work like this:

- Load all rows from the spreadsheet using the "Load rows" block

- Click on the repeat icon in the upper-right of this block to create a matching loop

- In the loop add a block to create the pdf (e.g. Google Docs to PDF)

- Add a "Send email" block after that and use the variable holding the email as recipient

This will then send a personalized email to each row.

Hope this helps.

If you have signed up for a paid plan I could do a quick remote session to help you with the setup.

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[Andreas]

Hi, a million thanks for such a swift and awesome answer!

I have added the repeat blocks, and if I understood you correctly I have added a "generate pdf" block in the middle of the loop block (attached)

So that seems to work, but I get an error message regarding sending the email ; error: no recipient specified.

I have put "${Epost}" as a prefix in the email recopient field, which reflects the column in excel that is named  "Epost" and contain the email adress of the recipient in text format. 

If you think it's better we schedule a screen remote session I al happy to do that

Sent from my iPhone

On 4 Jul 2023, at 12:50, Daniel Florey <daniel...@gmail.com> wrote:



[Andreas Solbakken]

Forgot the attachements.

If we can solce this problem we will use the paid plan for both us selves, and 3-5 big solar clients which will use the system at scale.

 

_________________

Med vennlig hilsen/
Kind regards 

Andreas Solbakken 
CMO - Chief Marketing Officer.
+47 41046289
Kongens gate 24, 6002, Ålesund
www.algori.no

[Houston Griffith]

Hey Andreas, 

Just move the Email block up into the repeat section just below the Generate PDF block. That should get your email working. 

Also, this is optional but I would recommend adding a prefix to all of your blocks within the repeat section (including the main repeat block itelf) to add something like "loop" so your variable names would become "loop.variablename" to distinguish where your data is coming from. 

To view this discussion on the web, visit https://groups.google.com/a/floreysoft.net/d/msgid/ultradox/GV1P193MB2198B0D3CF34E6E6353D9F0EF22EA%40GV1P193MB2198.EURP193.PROD.OUTLOOK.COM.

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Thank you,

Houston Griffith

Senior Manager // Labs and Classrooms Computing 

Virginia Commonwealth University 

804-827-5173

https://go.vcu.edu/lcc
📆    Schedule an appointment with me

[Andreas Solbakken]

Thankyou, hat solved the problem, now it sends one email per line in data sheet, but the problem with linking the recipient field to the column in excel stll persists,

I have tried both “rows[].epost” and “${Epost}” in the recipient field of the email block, the column in excel that contains the email of each client is called “Epost”

 

_________________

Med vennlig hilsen/
Kind regards 

Andreas Solbakken 
CMO - Chief Marketing Officer.
+47 41046289
Kongens gate 24, 6002, Ålesund
www.algori.no

 

[Houston Griffith]

Yep, that's one reason why I suggested you add a prefix to all of your blocks within the repeat section (including the repeat block itself). So instead of just ${Epost} you end up with something like ${loop.Epost;string(lowercase)} in the recipient field of your email block. 

To add a prefix to your blocks see the video below. It also helps to use "renderers" for things like strings to ensure they end up in the correct case, i.e. lower, upper, title. The video shows how to use those as well.

https://www.loom.com/share/057701549d9243e3b0de1e66381bb9a8?sid=3c55ef5e-786b-4ad0-8ee6-9130e9c6fadb

[Andreas Solbakken]

Hi Houston, thank you for that advice, I have now added prefixes to the blocks within the repeat section and it seemed to solve the problem of sending the emails to the fields “email” in the sheets, so now the only problem I have left is that I am now testing the automation with two “customers”/rows in my excel list, and on the final proposal/document the merge field or what you call it, gets populated twice, so both the lines from the excel doc gets included in both the pdfs that comes attached on email, it does this to all the 5 fields I have linked.

Any solution to this and I would be very happy!

Error! Filename not specified.