separate emails for records

[shikhar6339]

Hi All,

I have the below data and I am looking to send 5 different emails to the 5 different people listed below with their records:

Name	Email	Sale	Date	Status
A	a@gmail.com	1321	9/21/2023	Open
B	b@gmail.com	321	9/19/2023	Open
C	c@gmail.com	456346	9/30/2023	Complete
D	d@gmail.com	3452	9/13/2023	Complete
E	e@gmail.com	87	9/26/2023	Open

There should be 5 mails sent in the below format:

Hi <Name>,

Please find below your sales record:

Name	Sale	Date	Status
A	1321	9/21/2023	Open

Regards,

Shikhar Sharma

Request your assistance for the above question.

[Deano478]

Hey @shikhar6339 first you will need to drag on a Report Text tool which will hold the text you want to have in the email from here you will want to use a table tool to create those little tables for each person. I usually then append the report text tool and table tool together so that the same text will appear for each table. Then finally to arrange the reporting snippets into the right order you can use a layout tool to get your desired format.

Note: in the table tool make sure you group on Email

[DataNath · Accepted solution]

Hey @shikhar6339 here's how I'd go about this:

1) Table tool to create the table, grouping by Name and Email so you can reference these downstream

2) Report Text tool which adds the text element above the table, dynamically referencing the [Name]

3) Email tool, which pulls the 'To' part dynamically from the [Email] field and uses the Table+Text as the email body

All you should need to do is finish configuring the Email tool i.e. the Subject, Connection etc. Hope this helps!

[shikhar6339]

Thank you!! This really helped.