I was messing around with a work book last night and thought about making a click to email action to create an email to my political rep. And then I wondered if I could pre-populate that email with some stuff like “Mr. Representative Man, why did you vote [vote] on [Bill #]”
Anyway. I got carried away. So here’s a workbook that lets you one click email a sales rep, cc a supervisor and automatically populates the body of the email either sandbagging the guy if he did poorly or talking her up if she over performed.
Setting up the email action is easy enough. Under dashboard actions, select hyperlink and in the url use the following syntax
mailto:<Employee Email>?cc=<Supervisor Email>&subject=<AGG(Email Subject)>&body=<AGG(Email Body)>(shout out)
I’ve created a calculated field specific for each attribute that I’m including in the email. You can also just do this on the fly, but I thought this was more organized and helpful for maintenance.
Creating the body and subject can be as complicated or easy as you want. You can have a simple sentence like “Hey just following up on this lead” or you can go a bit overboard. Since I was procrastinating doing real work, I did the latter.
You’ll notice the if statement looks at YoY growth and choose which message to send. You can customize that to no end. But here are two side by side examples of what pops up when you click to email a performer vs … not so much.
Feel free to explore or download the full workbook here