Automatically generate a document when a row is populated
Publigo's "For each new row" feature generates a file when a blank line is filled in your campaign sheet. Publigo operates in the background checking your campaign sheet every hour and generates a file if it sees newly filled rows.
In this article
Note: Only 1 Schedule Delivery option can be used per campaign sheet.
For example, using the Row by row feature together with the recurring functionality (via Select hour/date) option is not possible and will cause conflicts.
Set up using Google Sheets (for manual entries)
1. Build your campaign sheet & your template first
2. In your Publigo sidebar, click the Spreadsheet menu
3. Click More actions > Schedule merge > Select For each new row (Zapier).
4. You will now see a confirmation that: A new file will be generated if a row is added to the sheet.
5. It's time to test our configuration. Manually enter your campaign record(s).
Publigo will check your campaign sheet every hour and generate a document if it sees any newly filled lines.
You can manually enter your records (or copy and paste them) daily, weekly, monthly or as infrequently as you like. Publigo's "For Every New Row" feature runs continuously in the background and checks your campaign record every hour. It generates a document if it sees newly filled rows.
Info: To optimize file generation scheduling, make sure that your Spreadsheet's Time zone is configured properly since schedules are dependent on this.
To do this in Google Sheets, go to File > Spreadsheet settings > choose the relevant Time zone (1) > click Save settings (2).
Note: Your scheduled campaign will not be sent exactly as specified.
There may be a delay of up to an hour (but according to our tests, documents are generated
within 5-10 minutes of the specified time).
Set up with Zapier or IFTTT
In this section, you will create a workflow that will create a new record row in Google Sheets for each event created in Google Calendar. Publigo will then process this new event and generate a document or documents.
This will create a new Google Sheets file for all your calendar events (this will serve as your campaign sheet).
Disclaimer: There are certain topics that are beyond Publigo's scope of support. For example, we can't assist you with configuring Zapier or IFTTT. We can, however, help to confirm whether all of our Publigo systems are functioning normally to help you isolate the problem.
And if ever we offer assistance beyond our scope of support, please know that this is only a best-effort approach and we cannot guarantee expertise or efficacy on the tools.
Here are links to the support help desks:
2. Open the Google Sheets file created by Zapier or IFTTT, then follow our tutorial on how to set up your datasource.
3. Create your template and insert the relevant {{markers}} based on the header labels generated by the automation tool.
- In your Publigo sidebar, click the Spreadsheet menu.
5. Click More actions > Schedule merge > Select For each new row (Zapier).
6. You will now see a confirmation that: A new file will be generated if a row is added to the sheet.
Test your workflow
It's now time to test your Zapier or IFTTT workflow.
1. Create an event in your Google Calendar.
Add guests as needed (we have 1 guest in this example) and a location.
Once you click the Save button, your automated workflow will instruct Zapier or IFTTT to send the calendar event details to the linked Google Sheets file.
2. In a few minutes, your Google Sheets file will be populated with the newly created calendar event.
3. Publigo’s For each new row feature will always be running in the background checking your campaign sheet every hour and will generate your files if it sees newly populated rows.
Tip: To optimize file generation scheduling, make sure that your Spreadsheet's Time zone is configured properly since schedules are dependent on this.
To do this in Google Sheets, go to File > Spreadsheet settings > choose the relevant Time zone (1) > click Save settings (2).
Note: Your scheduled campaign will not be sent exactly as specified. It may have a delay of up to 1 hour. This delay is due to Google's trigger events.
For example, if you selected Tomorrow morning 8 AM, the campaign will start tomorrow between 8AM and 9AM.