I created a simple CRM for a client on Airtable. The page for All Contacts have filters. My client would like to be able to set filters on this All Contacts page and then, from the interface, send an email to the subset of contacts she just had displayed (see screenshot below).
The solutions I have in mind don’t completely meet her need:
Setting automations to have emails sent to different groups of people doesn’t solve her problem since she wants to be able to send emails spontaneously. So there’s no event in the database that could serve as a trigger for possible automations.
She could of course export the list of contacts into a CSV, then copy and paste the email addresses into her email provider interface. But that’s manual mindless work that I’d like her not to have to go through.
I think the first step towards finding a solution is the ability to select contacts directly from the interface. How can I do that?
The filters in the interface page exist only on the client computer so automations do not have access to which records are shown in the page. In order to tell the automations which records to use, the user would need to manually set some field for each of those records. The easiest way to do this is to use a new field, such as a checkbox or single select, that the user can update with a bulk copy/paste. The automation can then run on records based on that field’s conditions and then reset the field for the next time.
@Kuovonne Thank you for the explanation. I can’t get to do a bulk copy-paste on a checkbox field on the interface like the one I’m able to do on the Data view. How do you do that?
It depends on the type of page you are using. Are you using a list view?
Try using a older page type and manually adding a grid element. You will have to setup the filters differently with a filter element, and it won’t work on mobile, but you should be able to bulk copy-paste the same as a data view.
