Send personalized emails

When building Sheetgo automations you can add a step to send files from your workflow via email. Sheetgo allows you to send personalized emails to a list of recipients.

Under Select a destination, there are two ways to add an email step:

Now you can choose whether you want to get the email addresses from a column within your spreadsheet or use custom recipients.

Click the texts on the right to add fields to set a Reply to email, as well as Cc and Bcc recipients.

You can set a Reply to email to redirect answers to another account.

You can also configure recipients as Cc and Bcc by providing a list of emails or by clicking From column to reference data in a spreadsheet.

You can now personalize the subject line and the email content using smart tags. When you select a smart tag, Sheetgo will automatically pull data from the spreadsheet columns and add it to the subject line or the email body.

You can write and customize the message. If you chose Generate email, you can also add smart tags to the email message.

You can configure Advanced settings to:

If you are getting the emails from a column some recipients may appear more than once. Turn on this feature to avoid sending them several emails. That way, each recipient gets one email with multiple data instead of many related emails.

If you need to keep track how emails are being opened and clicked you can turn on this feature. It will add new columns to the spreadsheet to record whether each 0 email was opened or clicked.

If you are personalizing your email you can also remove the Sheetgo layout for a cleaner visual for your company.

After setting up your email step, click Done editing and then Finish and save. Run the automation or the entire workflow to send your email.