Crafting Your Email Message

Setting Up Email Sending & Sender Details

The Compose Email step allows you to send emails directly from your spreadsheet, automating email delivery based on your schedule and data.

1. Enabling Email Sending

Send Email: This checkbox acts as the master switch for email sending. If checked, emails will be sent as configured. If unchecked, no emails will be sent, regardless of other settings

2. Configuring the Sender

Sender’s Name: Specifies the name that appears as the sender in recipients' inboxes (e.g., "John Doe" or "Acme Corp").

Reply-to Email Address: Determines where replies to the email will be sent. If left blank, replies will be sent to the sender’s email address by default.

3. Defining Recipients

To: Specifies the primary recipients of the email. Instead of manually entering email addresses, you can dynamically fetch them from your spreadsheet using A1 notation, automating recipient selection based on your sheet’s data.

• • A single email address (e.g., bob@theveggiestores.com).

  • A cell reference (e.g., {{'Employees'!A2}} to fetch an email from cell A2).

  • A range of cells (e.g., {{'Employees'!A2:A10}} to send to multiple recipients).

  • A combination of manual entries and cell references, separated by commas (e.g., bob@theveggiestores.com, {{'Employees'!A2:A10}}, {{'Employees'!D8}}).

This feature ensures that email recipient lists are always up to date without requiring manual adjustments.

CC: Recipients in this field receive a carbon copy (CC) of the email. Their addresses are visible to all recipients. You can enter individual emails, cell references, or ranges.

BCC: Recipients in this field receive a blind carbon copy (BCC) of the email, meaning their addresses are hidden from other recipients. You can enter individual emails, cell references, or ranges.

Next Step: The Email Subject