I have a situation where some options are selected when creating new users for IT onboarding, and if option A, C, OR F are checked, then the Email template that is being sent out when their card moves to a certain phase also needs to include another person’s Email Address that is not already in the template.
Is this feature able to be added in, or something to possibly make this work?
If anyone in the community has an idea that makes this work I’d love to hear it as well!
Thank you.
Hi,
You can create email templates and automations for each situation and use this information in the automation conditions. In the example you gave, if options A, C, OR F are checked, the email template that will be sent will be template 1.
EG:
Within each template insert email addresses based on the condition
Complementing
This way, the email template will only be sent if the conditions defined in the automation are as expected.
Hi,
You can create email templates and automations for each situation and use this information in the automation conditions. In the example you gave, if options A, C, OR F are checked, the email template that will be sent will be template 1.
EG:
Within each template insert email addresses based on the condition
This is a great work around! I’ve already implemented this, thank you so much for your help!
Glad it went right!
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