Help with formatter utility - not pulling all items

Hi ​@Laura Pitney 

Make sure you test each Zap step.

Your screenshots for Zap step 4 Formatter are contradictory.

The DATA IN shows Airtable Record IDs.

The DATA OUT shows “Amazon Promo Campaign”.

NOTE: ^p is not a valid separator. 

TIP: Click field labels to see tooltips with more info.

How do I get these to show up as a bulleted list in the text of the email?

You would need to use an HTML email format.

Help: https://www.w3schools.com/html/html_lists.asp

Thanks for your reply! I am not sure what i need to do. I would be grateful for your insight. 

I’ve successfully fetched the record IDs for each product item I want to list in the email to the client. 

But I cannot figure out how to fetch the product name for each ID, and then use those Product Names in the email. 

Can you please offer what steps I could try to complete this zap?

Thanks very much!

Laura 

​@Laura Pitney 

Give this a try…

In the Airtable Base Table, add a Lookup column for the Link column, to pull over the linked Product Names.

Then use that field in the Zap config.

Ok, I created the Lookup column in Airtable as you suggested. Now, I’m unclear at which step in the Zap to use to pull those over--and which tool to use. As you can see from the example I provided, clients can purchase multiple products, so I’ve got each ID separated out onto their own lines. But what tool do I use to take each one of those record IDs and find the associated product name in the lookup column of Airtable? I’m obviously pretty new to Zapier, so I apologize for my very basic questions here!

Here is how the Lookup column is delivering my Product Items, just so you have a sense of what I am dealing with:

Thanks for your help.

​@Laura Pitney 

NOTE: If you sue a ROLLUP field in Airtable, you can flatten the linked data to be just text.

Airtable formula reference: https://support.airtable.com/v1/docs/formula-field-reference

Look into using the formulas related to arrays.

Thank you! OK, I created the Rollup for the items, and so now they’re appearing with a “ ,” between them. Ideally, I’d display them each on their own line. But I cannot get the Zapier Formatter > Split Text step to work in my Zap. I tried using a different separator in the Array formula in Airtable but that didn’t make any difference. So here is what I am getting. 

So I got to Step 3 to create the email. And this is what I am allowed to select for the portion of the email where I want to display those above items, each on their own line (ideally with bullets):

And when I sent myself the test email, the items are not on their own line (not a huge surprise because the Output I selected shows them with a comma).

I feel like I am missing something here. Ugh. Help! :) 

Thanks so much!

Laura 

Hey ​@Laura Pitney 👋

Were you able to get this sorted? 

If not, it looks like it’s still passing line items to and from the Formatter (Text > Split Text) action which is why they’re separated by a comma in the email body.

Try switching that Formatter (Text > Split Text) action to be a Formatter (Utilities > Line-item to Text) action instead. That’ll allow you to separate the line items with HTML bullet point formatting (</li><li>) that you can place within the necessary opening and closing HTML tags. For example:

You’d then add the surrounding HTML code to generate the bulleted list to the body of the email and insert the output from Formatter. For example:

Which should then display in the email like this:

Keep us posted on how it goes, want to make sure you’re all set! 🙂