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Create & Send Email Templates

Find yourself sending the same emails over and over? Add those emails as templates in Coda.
Before you start, make sure that the Gmail pack as been installed.
1. Create a table of emails with subject lines and email content.
If you need to include a variable in your template - such as “First Name”, use numbered brackets.
Search
Email Name
Subject
Body
1
New Coda User
Welcome to Coda
Hi {1},
Now that you are using Coda, I want to introduce myself as your Customer Success Manager. Let me know if you have any questions as you get up and running.
Cheers,
Casey
2
Product Feedback
We Want Your Feedback
Hi {1},
Now that you have been using Coda for some time, I’d love to know what you think. Is there any feedback that I can pass along to our product team?
Cheers,
Casey
There are no rows in this table

2. Create a table of people who you will send the email to.
You don’t need to use person column type for Name nor email, but make sure you have a column for both "Name” and “Email”.
Name
Email
1
JS
John Scrugham
2
CR
Casey Roberts
casey@coda.io
There are no rows in this table

3. Add a column for “First Name”
We will use this column to insert the recipient’s first name to the email template. You can use the following formula to populate the column:
Screen Shot 2021-07-12 at 1.09.51 PM.png
Name
Email
First Name
1
JS
John Scrugham
John
2
CR
Casey Roberts
casey@coda.io
Casey
There are no rows in this table

4. Add a look-up column for “Email Name”
This column will be used to select the email that you want to send to the recipient.
Search
Name
Email
First Name
Email Name
1
JS
John Scrugham
John
New Coda User
2
CR
Casey Roberts
casey@coda.io
Casey
Product Feedback
There are no rows in this table

5. Add a button column for Draft Email”
Note that you can also use the “Send Email” action if you want to send the emails directly from Coda.
Search
Name
Email
First Name
Email Name
Send Email
1
JS
John Scrugham
John
New Coda User
Draft Email
2
CR
Casey Roberts
casey@coda.io
Casey
Product Feedback
Draft Email
There are no rows in this table

Use the following button settings:
Screen Shot 2021-07-12 at 1.22.24 PM.png
In order to populate the variables in the email body, use the formula.
6. Click the button to draft the email

7. Navigate to your “Drafts” folder in Gmail, review the draft, and send the email.

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