How can I send 1 email per downloader instead of 1 email per download?
Hello,
On my website, a visitor can download documents provided she enters her email.
All downloads informations are stored in a gsheet.
Someone can download several documents.
I want to send personalized emails from Gmail with Zapier to the downloaders and inquire if they have a question.
Issue:
if someone downloads 10 documents, I will send her 10 emails, 1 email every time she downloads something → not a good experience.
Question:
How can I send emails, let’s say one a week and not as many emails as I have downloads?
Is there a way to automatically create a “summary”, and therefore send only 1 email per downloader?
Thanks a lot for your help !!
Regards,
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Hi @SocoCom
Perhaps you could modify your Zap to work as follows:
Trigger: Notified about user Downloading a document
Action: Find or Create a Spreadsheet Row
Action: Filter to only continue if Zap Search was Found is true (not a necessary step if you use the unique formula below)
Action: Update Spreadsheet Row
On the spreadsheet i would have 1 column for their email, 1 column for a list of document names they’ve requested, and 1 column for a unique list of documents they’ve requested (formula below).
The find or create step would search by their email address and if not found create a new row
Your update step would add the documents they’ve requested to a comma separated list as shown below. The formula for unique documents requested is
=JOIN(", ",sort(unique(TRIM(transpose(split(textjoin("|",true,iferror(split(B2,","))),"|")))))) -- Where the row number is added dynamically from the previous step and the column is the document requested column (B in my formula & spreadsheet).
The formula essentially splits up the document names by comma then rejoins them in a unique list. That way if someone requested the same doc twice you don’t have it written out twice.
you can then use the guide here:
to loop through all the rows on your spreadsheet once a week. I would probably add a step at the end of the zap to delete the row once it’s been processed.
Hopefully this gets you started and works for your needs!
Hi @SocoCom
Perhaps you could modify your Zap to work as follows:
Trigger: Notified about user Downloading a document
Action: Find or Create a Spreadsheet Row
Action: Filter to only continue if Zap Search was Found is true (not a necessary step if you use the unique formula below)
Action: Update Spreadsheet Row
On the spreadsheet i would have 1 column for their email, 1 column for a list of document names they’ve requested, and 1 column for a unique list of documents they’ve requested (formula below).
The find or create step would search by their email address and if not found create a new row
Your update step would add the documents they’ve requested to a comma separated list as shown below. The formula for unique documents requested is
=JOIN(", ",sort(unique(TRIM(transpose(split(textjoin("|",true,iferror(split(B2,","))),"|")))))) -- Where the row number is added dynamically from the previous step and the column is the document requested column (B in my formula & spreadsheet).
The formula essentially splits up the document names by comma then rejoins them in a unique list. That way if someone requested the same doc twice you don’t have it written out twice.
you can then use the guide here:
to loop through all the rows on your spreadsheet once a week. I would probably add a step at the end of the zap to delete the row once it’s been processed.
Hopefully this gets you started and works for your needs!
Thanks a lot ! I’ll go through your comprehensive and enlighting tips right away !
