Sorry if this is a silly question or if it has been answered before, I’m new to Coda.
I’m trying to send an email with personalised content to a list of people. I created a recipients table one one page, and on a separate page my email template. The latter has the content of the email, the subject line, etc.
The email contains a hyperlink that is supposed to be unique for each recipient. To display it, in the email template I used the formula: Hyperlink([Unique Poll Creator].[Personalised link], “Poll” ).
However, what this does is write the URL for each recipient, one after the other, separated by a comma.
What I would like to do instead is send one URL to each recipient based on the flat they live in. So the recipient that lives in flat 48 gets a different URL from the one that lives in flat 50.
Can I actually do this this way, or do I need to have the recipients and the personalised email content all in one table?
I was trying to avoid merging the email data with the residents table, because it would mean that the sender would need to send over 100 times the send button (once for each recipient).
You didn’t share correctly your doc, I don’t have access to it, so I’m not sure I understand your issue completely.
You could create a canvas button (not in a table) that clicks the button for each row automatically.
And if you want to personalize even more the content of the email, you could create a canvas column in the recipients table that will display data dynamically depending on the current row, and use it as the content of each email.
After you share your doc I can give you more details.
Thanks for the quick reply and for showing me your doc. I had a look at it and all makes sense.
I had this same idea, but I wanted to avoid it because I have about 15 emails to send. If I need to add a send column for each email, the recipients table will become very wide and unpleasant to read. I guess I could split it (say 3-5 send email columns per table), but that means replicating the recipient table 5-4 times, which again will be confusing I think.
But anyway, this seems to be a decent solution and probably the only thing that will work for me, so I’ll give it a go. Thanks for your help!
I was not aware that you wanted to have multiple templates, but that’s not an issue. I adapted the doc to accomodate the request keeping a single button column.
Could you help me with the Send All button? I’m stuck with it. The individual send buttons are sending out the email, but the Send All button doesn’t and I can’t figure out why.
Also, in the “Sent to” column of the Email Templates table, it seems to add everyone from the Leaseholders & Shared Owners table. But I only want to add those who were sent an email. I can’t select the Leaseholders & Shared Owners table, only the Master Database as a relation for that column, is that why it’s showing the wrong data? How can I go about it?
Here’s the link to my doc (this time I published it, so you should be able to view it properly - sorry, rookie error earlier!): Right To Manage
You can find what you need in the Recipients Database page, and the Email Templates page.
The send to everyone button worked for me. It was disabled at the beginning because no email template was selected. Can you share exactly what’s the issue?
‘Leaseholders & Shared Owners’ is just a view of the ‘Master database’, so all good.
At the moment that button contains only a ‘Gmail’ action, I guess because you reverted your previous tries.
Here’s the formula for the button. After an email template is sent to a recipient, the later is added to the ‘SentTo’ column of the former. If the recipient is already in the ‘SentTo’ column of the selected template, the button to send the email will be disabled, so it won’t be sent even if you press ‘Send to everyone’.
I will share with you the copy of your doc with the changes.