Forum Discussion

Copper Contributor

Nov 03, 2020

Add data to email

Hi, I was curious to know how I could add simple numeric data from a spreadsheet to 1 of 2 email templates, e.g.: data_part#A or data_part#B, data_order#C, data_return_order#D, data_tracking#E to ...

excel

mathetes

Gold Contributor

Nov 03, 2020

music_traveler

Can you do a screen capture, or image capture of the parts of the screen (the spreadsheet) that you need?

In other words, do you have to send these numbers as text or numbers that the recipients can copy and paste themselves elsewhere? Or would it be just as effective if you sent a picture of the areas of the spreadsheet in question?

If a simple screen capture would work, here's one resource that apparently tells you how to do so, whether with a Mac or a PC

https://www.techsmith.com/blog/how-to-capture-screen-images/

music_traveler

Copper Contributor

Nov 03, 2020

mathetes

"In other words, do you have to send these numbers as text or numbers that the recipients can copy and paste themselves elsewhere?"
No, the data would be just be text to populate an email. The email would go to a logistics dept that would set items up for shipping.
I'd set up a simple spreadsheet that would include each data point needed.

This is a sample email:

"A {thingy} been ordered under [Data A] ([Data B])

Please transfer (1) {thingy} into stock

Fedex return label [Data C]_[Data A]_[Data D]_#[Data B].pdf has been attached

Ops,
Please expedite [Data D] once the transfer order is received and print ticket to the warehouse."

Do you need more info? Thank you for the reply.