Looking for some guidance on how to use Zapier Looping to send an email that will be specific to each customer and include the detail of their orders in the email.
I have two tables: (I’m using AirTable)
- Customers Table
- Name
- Email
- Phone
- Orders (Linked Field to Orders Table)
- Orders Table
- Order #
- Order Date
- Product
- Price
- Customer (Linked Field to Customers Table)
The Zap should iterate through each customer (I’ve got this working), but also include the linked records for orders in the body of the email.
Example Email:
Dear {Customer}
Here is your order summary for the {Total count of Orders} orders you placed with us for the month ending {End of Month}.
{List of Orders for the customer}
Order #, Order Date, Product, Price, etc…
Order #, Order Date, Product, Price, etc…
Order #, Order Date, Product, Price, etc...
Thank you for your business,
{The Company}
MY ZAP Steps
- Schedule Run on 1st of Month {Working}
- Find Records in Airtable that match orders from previous month. { Working}
- LOOP Step
- Loop through each customer {Working}
- Find Orders from Order table {find is working, just can’t figure out how to display the list of orders properly in the email.
- Send Email
Any assistance would be greatly appreciated.
Thanks
David