How to add customer name to email using reference to another table - please help.

[JimandToby]

Hi guys,

Sorry, not been able to find an answer to this.

I have set up an auto email to send to customers when a new row is created in EVENTS table.

The customer details are in another table, with NAME as the reference.
This seems to work ok in other parts of the app.

Eg, in Calendar view I have the customer POSTCODE showing in the preview window using this:
",[Name].[Postcode],"
....The value of 'Postcode' from the row referenced by 'Name' 

However, when I use 
[ Name ] Your booking confirmation

As the email SUBJECT HEADER the actual email comes through like this:

SUBJECT: [ Name ] Your booking confirmation
(instead of using the customers name) What am I doing wrong?

ALSO...

When I specify an email template like this:

<<[Category]>>
Your Details:
<<[Name]>>
<<[Name].[Address]>>
<<[Name].[Postcode]>>
Description: <<[Description]>>

The email body is blank.

I want the [Name].[Address] to use....The value of 'Address' from the row referenced by 'Name' (as it works in the example at the top of my question).

Am I just getting my expressions wrong?

By the way, the email body is not blank if I remove the lines:
<<[Name].[Address]>>
<<[Name].[Postcode]>>

Thanks in advance, ps, I am still a newbie so it's really hard to follow some answers on here or refer to the help articles because I don't know what a lot of them mean. So please reply as basic as possible. Thank you 🙂

[Steve]

---

@JimandToby wrote:

However, when I use 
[ Name ] Your booking confirmation

As the email SUBJECT HEADER the actual email comes through like this:

SUBJECT: [ Name ] Your booking confirmation
(instead of using the customers name) What am I doing wrong?

---

[ Name ] should be [Name].

[JimandToby]

I appreciate the reply, however this didn't solve the issue.

I have tried it both ways. 

I know that Name is working as I also have it appearing in the body. And it works. However the subject still shows "[Name] Your booking confirmation".

[JimandToby]

Hi @Steve any chance you can have another think about this? I can't get it to add the name whatever I do.

Thanks in advance

[jkevz]

You're trying to send an email only, right? Try to do and create an Action. And follow below sample👇

Concatenate("Hi! ",[Forwarded to],"
",
"I received a Customer Service Inquiry. Please see details below:

","Company Name: ",[Company Name],"
","Customer Name: ",[Customer Name],"
","Mobile No.: ",[Mobile No.],"
","Location: ",[Location],"
","Client Inquiry: ",[Client Inquiry])

[JimandToby]

Hi @jkevz

Thanks for your input here, however the step suggested above says "start an email". As far as I can tell, it does not compose and send an email.

I am using a bot to do this:

The problem is that instead of showing the customer name in the email subject it is showing this:

[jkevz]

Try:

<<[Name].[Name]>>  Your booking confirmation