Learn to arrange computerized ship emails reminders for occasions created in Google Types. The customized reminders are despatched to individuals who have stuffed out a type, guaranteeing well timed notification because the occasion date approaches.
You might be utilizing Google Types to gather registrations for an upcoming occasion and want to ship electronic mail reminders to all of the registered attendees a number of days earlier than the occasion date to make sure most attendance.
This tutorial explains how you should utilize Google Sheets and Doc Studio for sending computerized reminders to all of the registered attendees. We’ll primarily us Gmail to ship the reminders through electronic mail however it’s also possible to use contact the occasion registrants through SMS or WhatsApp.
The reminders may be scheduled for any future date and time, and the e-mail physique may be customized for every recipient. Let’s get began.
Put together the Google Sheet
Assuming that you’ve got already arrange a Google Type for occasion registration, the responses shall be collected in a Google Sheet linked to the shape. In the identical sheet, add a brand new column labeled Occasion Date and it will comprise the occasion date. You’ll be able to both copy and paste the date manually for all of the rows within the sheet or use a components to repeat down the date mechanically.
Create Electronic mail Reminder Workflow
Install Document Studio and launch it contained in the sheet related together with your Google Type. Contained in the app, create a brand new workflow and supply a descriptive title in your workflow. Select the precise worksheet in your Google Spreadsheet that comprises the shape responses. Click on on Proceed to maneuver to the circumstances web page.
Within the Situations part, you possibly can outline particular standards and the workflow will solely run for Google Sheet rows that meet these circumstances. As an example, chances are you’ll wish to ship a reminder electronic mail solely to attendees who’ve paid the registration price. By default, the reminder workflow will run for all rows within the Google Sheet.
Configure the Electronic mail Job
On the duties display screen, select the Ship Electronic mail activity since we wish to ship electronic mail reminders to the registered attendees. The e-mail activity will use the info from the Google Sheet to personalize the e-mail message for every recipient.
Choose Gmail as the e-mail service supplier although it’s also possible to use SendGrid, Amazon SES or any SMTP server for sending emails.
Within the Ship Electronic mail to area of Recipients part, choose the query in your Google Type that comprises the e-mail addresses of the attendees.
Subsequent, specify the e-mail topic line and message physique in your occasion reminders. You’ll be able to create a customized electronic mail template by utilizing dynamic markers enclosed in double curly braces. These markers get changed with precise cell values within the Google Sheet, guaranteeing every recipient will get a tailor-made message.
Save the e-mail message and proceed to the following step.
Schedule Electronic mail Reminders
On the Set off display screen, uncheck the Run on Type Submit possibility since we wish to schedule the e-mail reminders for a future date and never instantly after the shape is submitted.
Subsequent, verify the Add a time delay possibility and schedule the workflow accordingly. For this instance, we now have set the workflow to run 3 days earlier than the occasion date. It is necessary that the occasion date column in your Google Sheets is formatted as a date else the configuration for evaluating the occasion date to the present date could not work.
Click on the Save button to activate your workflow. The workflow is now operating within the background and can mechanically ship emails close to the scheduled date to all of the registered attendees.
Additionally see:
- Ship electronic mail reminders with Mail Merge
- How to send appointment reminders via SMS
- How to send reminders for due invoices
