Hello everyone,
I have an order tracking table that is linked to a contact table. In my contact table, I have added an email column. In my order table, I have added a mirror column to display the email. The problem is that I want to create an automation to send an email to my client when the status changes, but I cannot select the mirror email column. I am forced to use another column and enter the information manually. Do you know if there is a solution?
Thank you.
Hey Jeremy!
Unfortunately, the functionality for mirror columns in automations is very limited so your best option is to add the email column to the order tracking table instead of using a mirror column of it.
However, if you have too many email addresses that you feel manually adding each of them again will take too much time, you can export the contact table to Excel and then import the email column in Excel back to the order tracking table.
Let us know if you think this workaround could help!
Hey Jeremy!
Welcome to the monday.com community! Integrating an email sequence automation tool with monday.com is the right choice. This way, you can segment your leads and send automated email messages. Email sequences are triggered automatically only when a predefined criteria is met, such as a column change, tab action, or time delay. This way, you can manage your campaigns from a single interface, sync leads, and get stats or notifications on campaigns.
If you’re looking to integrate the email sequence automation tool with your existing monday.com account, it is ideal to hire experts from a monday.com consulting company. In a minimal timeframe, they can easily modify email notifications in your account settings and automate processes.
Hi @jerem , that’s the bad thing with with mirror columns – the limitation.
I have a suggestion since you are working with 2 different tables. Here’s how:
First install Same Item Multiple Boards by Formula Lookout and use the free version to test this
Instead of making the items different juse because one item is located in the order table, and the corresponding customer is on the contact table, using the newly installed app, make that item live on those two different boards.
Make sure that the name of the email column is same on the two tables so that they sync.
Lastly, apply your intended automation. Since the email column is now a “real” email column synced from the other board, automations will now work.
Let me know how it goes.