I am trying to create an automated email though outlook that gets trigger by a workflow completion. I can’t figure out how to assign the email address from the respective client’s profile. It looks like I can only send the email to pre-determined email address vs. each specific client in each instance.
Can anyone help me figure out how to do this?
Thanks,
Ryan
+14
Hi
Can you provide screenshots of your Zap step where you’re trying to dynamically set the email address?
Thanks so much. On the “To Emails” field, when I click on it a dropdown with a bunch of choices shows up (can’t seem to screenshot that), but none of the options are the E-mail field of the respective customer record. Do you know if it’s possible to create my own field options, so I could point at the customer’s email record?
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The email address data point would have to be included in the returned trigger data or from the data returned in a previous action step.
In the dropdown list, try search for “@” to find an email address.
Otherwise, you might be able to use the WealthBox Find Contact search step.
Thank you for the help. Yeah, nothing comes up when I search for @. Also, Find Contact isn’t in the list either.
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FYI: Find Contact would be a different Zap step.
Does the trigger step provide an email data point, just with a blank value or no email data point at all?
You’ll need to figure out what trigger event will supply the desired email address or what action/search can be used to get the email address, perhaps from an internal system ID for the customer.
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