Hello!
Is there a way to make the email being sent...
# generalj
Jessica Bickis
07/21/2021, 1:45 PMHello!
Is there a way to make the email being sent from a saved search better? We want to be able to add logos and photos, like a typical email template but I am finding the email builder within the saved search limited.
Basically, what we need to able to automate is a spreadsheet with details from multiple Sales Orders to a client. Thanks!
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Michael McNamara
07/21/2021, 3:55 PMHey Jessica. Regarding logos and photos, yes! I’ve done this in Netsuite to send emails to customers that are formatted like they are from our marketing emails. You have to use CSS and HTML in the email message and you can link your logo to either the file cabinet or reference the image on another server.
Michael McNamara
07/21/2021, 4:07 PMSo here is the html and the other image is the result when I switch modes
Michael McNamara
07/21/2021, 4:08 PMIf you uploaded your logo to the file cabinet, click edit next to the file and it will show you the URL path that can be used for emails. It’s the third link.
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Jessica Bickis
07/21/2021, 4:29 PMThanks Michael! I will give that a try -- I have been given a dense HTML doc, but will pick it apart to find the formatting for tables and images as needed.
We don't want to send a single record result though. Ideally, attached to the email will be a full list of all of their Sales Orders on the report.
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Michael McNamara
07/21/2021, 5:04 PMThen you would use the summarize checkbox.
Michael McNamara
07/21/2021, 5:05 PMI know this because I had the same problem where it was sending 10 separate emails until I clicked this box. Then it was all listed in just one email.
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Jessica Bickis
07/22/2021, 3:24 PMOMG! Thank you! working on it now. Much appreciated!
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Michael McNamara
07/22/2021, 3:25 PMThat’s what we’re here for. To help each other.