CRM template - Send email to multiple contacts

[Hussein_Osseily]

Hello everyone, 

I have copied the appsheet CRM template and customizing it according to my needs, i will be mainly using it for storing contact details of each company. 

After creating a company profile and adding contacts to this particular one, is there a way to select the contacts and email them one time ? instead of just pressing on each one and selecting email on each of them? 

below is a screenshot regarding my issue, any help or tips is really appreciated.

thanks in advance

[graham_howe]

You can use a bot to send emails Sending Email from a Bot, Workflow Rule or Scheduled Report | AppSheet Help Center and the Send To field can be a list of email addresses. So in this case you would simply pull your contacts into a list.

[Hussein_Osseily]

Good day, 

Thanks for your response. 

Instead of creating a BOT , is it possible to achieve it by an Action and an email expression ? (please see below picture) 

Whenever I press on "Send an Email" , a new email shall be created with the 4 contacts email in the "To:" Line 

Thanks 

[AlexFox97]

I'm looking at your screenshot and I also don't understand a little how to make it so that you can send messages to all contacts at once instead of sending emails to one contact at a time. Perhaps you need to transfer project control to a programmer who will solve this problem for you and then you will have a ready-made solution for a small fee. Usually, if I have any problems with equipment or programs, I immediately turn to a specialist, since there are very few solutions on the Internet and I don't want to waste my time. I advise you to do the same if you really want to achieve results and save your time. I wish you good luck and success!

[JoeSuarez]

First, create a slice that includes only the contacts you want to email. To do this, add a column to your Contacts table to mark contacts as "Selected" or "To be emailed." In your Contacts table, add a Boolean column called Selected (or similar) that allows you to mark the contacts you want to email. Next, create an action that toggles the Selected column for each contact. This way, you can go through your contacts and mark the ones you want to email.

Use a workflow or an automation bot to send an email to all the contacts that have the Selected column marked as true. Set the condition for the workflow or bot to trigger when the Selected column is true and the email addresses are available. Create an action in AppSheet that sends an email to all selected contacts. This action can be tied to a button in your app interface, making it easy to trigger the email process.

To add a 'Selected' column, go to Data > Columns and select your Contacts table. Add a new column named Selected of type Yes/No. To create the slice, go to Data > Slices and create a new slice. Set the source table to your Contacts table and the row filter condition to [Selected] = TRUE. To create an action for selection, go to Behavior > Actions and create a new action. Set the Do this option to Data: set the value of some columns in this row, set the target column to Selected, and the value to NOT([Selected]).