Automatically create personalized emails for records according to an email template

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In this example, we are a hiring manager notifying applicants about their background check results. I want my emails to show the applicant Name and applicant Background check result

Step 1: Connect to your data (e.g., Google Sheet):

Step 2: Write your email template in a cell (make sure it's not near your table which could grow). A best practice is to write the template in a separate sheet (e.g., Sheet1 which comes with your Lido file). In this example, we want to notify applicants about their background check results:

NOTICE: In my email template, I reference the Name column and Background Check Result column by including [@Name] and [@Background Check Result] in my email template.

Step 3: Go to your sheet holding holding your Google Sheets data table. We will be using the =STRINGTEMPLATE(template, table_name) formula. For this example, we will write =STRINGTEMPLATE(Sheet1!$B$1,"Google_Sheets"):

Note 1: To reference the cell holding your email template, while inside the formula, click on Sheet1 and then click on the template cell.
Note 2: It is important to anchor the template cell with dollar signs ($B$1) and to input your table name in quotes ("GoogleSheets").

Step 4: Once you press enter you will create a blue computed column holding the personalized email bodies for each applicant. Notice how the email bodies for each applicant include the unique Name and Background Check Result of the applicant:

Step 5: Set up your =SEDNGMAIL() trigger in the next blank column to the right as so:

Note: my =SENDGMAIL(sender, recipient, subject, body) inputs are:
- Sender: your gmail / google account email in quotes (e.g., "[email protected]")
- Recipient: the applicant's email who will be notified of their Background Check Result. In this case, the recipient emails are held in column B, so I just reference the recipient email cell (e.g., B2)
- Subject: the subject of the email in quotes (e.g., "Background Check Result"). In this case, the subject will be the same for every applicant.
- Body: the email body which is held in column D. So I reference the D2 cell.

Step 6: When you press enter, a blue computed column will be created holding the correct =SENDGMAIL() formulas for each record. That is the magic of computed columns!:

Step 7: Now you can test send your emails and see how they look! You can send a single email by right clicking on any of the =SENDGMAIL cells and pressing 'Run action'. Then you can look in the sent items of your email account to see what the email looks like.

If you want to send all emails at once, automate emails, track email statuses (and make sure emails are only sent once) click here