Send email using Airtable

Step 1: Sign in

To use PostSheet, you must first sign in using your Google account.

Click on the Sign In link at the top right corner of the screen and you'll be redirected to Google for authentication.

Select the Google account that you want to use and optionally give PostSheet permission to view your spreadsheets and to send email on your behalf.

Step 2: Connect a service provider

PostSheet does not send the emails itself. It creates the personalized messages and then hands them over to an email service provider to send.

Many popular email service providers are supported including Gmail, Outlook, Mailgun, Mandrill, and Amazon SES. You can also use your own SMTP server.

If you want to use Gmail (and have already given PostSheet permission to use it in the previous step), your're good to go. Otherwise, go to My Accounts and add your service provider's account.

Step 3: Create a new Campaign

A Campaign is the basic unit of work in PostSheet. It specifies where to read the data from (Google Sheets or Airtable) and what action to perform on each row (Send Email, Send SMS, etc.).

Click on the New Campaign link on the left menu to create a Campaign.

Step 4: Select your spreadsheet

Select Airtable as your data source.

In the next screen, select your base and your table.

Step 5: Specify the action

Select Send Email with the service provider account that you want to use to go to the next step.

Step 6: Compose your message

Now you must write your message and specify how it must be customized for each row.

For the To Address field, select the column in your spreadsheet that contains the email addresses of the recipients.

When filling in the other fields, you can use the buttons at the top of the screen to insert placeholders like {{ Name }} into your text. These placeholders correspond to the columns from your spreadsheet and will be replaced with the actual values from each row.

For example, {{ Name }} will be replaced with the contact's name and {{ Address }} will be replaced with their address.

Step 7: Preview

PostSheet will show you a preview of the final message using the first three rows of your spreadsheet.

Make sure everything looks good.

Step 8: Send

Click on the Send button to start sending.

PostSheet will show you the progress and you can click on the total number of items to see more details.

Need help?

If you need help or have any questions, please contact via [email protected].