Sending an email to all project members

I am using airtable as my data source and all users are listed in the users table. My softr app is a project management tool, and in many cases I may have multiple users assigned to a project. I am looking for a way to create a “button” to send an email to ALL project members.

Presently there is an email address field populated in the project summary, but that is only a single address, written as an actual email address. In the same details panel I have a field that displays all the project members as tags.

Is there a way soft can achieve this?

Now that I am actually writing this out as a question I am coming up with this possible solution: I am thinking that I should probably build a new field in air table, that would contains the aggregate email addresses. Such as “mailto: user1@email.com, user2@email.com, user3@email.com” all in single field, then have that field populate a new field in the softr app?

If anyone cares… I got this to work, pretty much the way I thought.

  1. Created a new field in airtable to rollup the email address field from all users in the project members field.
  2. Created a new field in airtable to add the “mailto” to the rolledup email address from the previous step
  3. created an “open URL” button in softer which open the mailto: link from the previous step.

This worked great when setting the action button to open in a new tab.

Note:
This did NOT work when setting the action button to open the URL in a side modal, stating there was a gmail problem. I didn’t explore much further as the new tab method worked great.

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Revisiting this topic, while I solved my own problem by using a new tab for the email creation I would really prefer for this all to occur in a modal.

The mailto: URL in the softr button is opening gmail in a new tab and then a gmail modal opens in that tab with the mailto: addresses already in place. I’d prefer this was all just in an email creation modal within the softr app.

Can anyone help figure this out?

Hi there,

You’ve been creative with your problem solving - good work!

I think the best way to accomplish this at the moment is to trigger an automation that sends an email (either in airtable, zapier, make, n8n, etc) using the rollup of email addresses for the project members.

You can trigger this using the call API action.

Hi JJ, but wouldn’t that approach require a pre-formatted emails for each automation?

I have built a project management tool in softr, and I may want to send an email to all project members about just about anything, which could be a generic message or something specific to their project, so I would need the flexibility to craft a message as needed for the moment.

The current approach drops me into a standard email editor so I can write freeform. I also integrate my email with hubspot so I have access to pre-canned email templates I had already created an I can selected as necessary.

I was just hoping we could bypass the step of opening gmail in a new tab and then opening an email editor. It’s a nice to have, not a need to have. Thanks.

Ah, I see. Yeah, i think you’re right. You could also look at applying custom code for that click event as well, I believe.