How to email event in alteryx designer
In Alteryx Designer, you can send an email event to notify users or trigger external actions. Here's a step-by-step guide on how to do it:
Prerequisites:
- You have an Alteryx Designer license and are familiar with the workflow design interface.
- You have a valid email account set up on your machine (e.g., Gmail, Outlook, etc.).
Step 1: Create a new email event
- Open your Alteryx Designer workflow and click on the "Tools" menu.
- Select "Email" from the drop-down menu.
- In the "Email" tool, enter the following information:
- Subject: Enter a subject line for your email.
- Body: Enter the email body content.
- To: Enter the email address(es) you want to send the email to.
- From: Enter the email address you want to use as the sender (this should be a valid email address on your machine).
- CC: Enter any email addresses you want to CC (carbon copy) on the email.
- BCC: Enter any email addresses you want to BCC (blind carbon copy) on the email.
Step 2: Configure the email event
- In the "Email" tool, click on the "Advanced" tab.
- In the "Advanced" tab, you can configure additional settings, such as:
- SMTP Server: Enter the SMTP server address (e.g., smtp.gmail.com for Gmail).
- Port: Enter the SMTP port number (e.g., 587 for Gmail).
- Username: Enter your email account username.
- Password: Enter your email account password.
- Authentication: Select the authentication method (e.g., Basic, OAuth).
Step 3: Add the email event to your workflow
- Drag and drop the "Email" tool into your workflow, placing it where you want the email to be sent.
- Connect the "Email" tool to the previous tool in your workflow (e.g., a data source or a transformation tool).
Step 4: Run the workflow
- Click the "Run" button to execute your workflow.
- The email event will be triggered, and the email will be sent to the specified recipients.
Tips and Variations:
- You can use Alteryx's built-in email templates or create your own custom templates using HTML and CSS.
- You can also use Alteryx's "Email" tool to send emails with attachments or embedded images.
- If you're using a Gmail account, you may need to enable "Less secure app access" or use OAuth authentication to send emails.
- You can also use Alteryx's "Email" tool to send emails as part of a larger workflow, such as sending a report or notification after a data processing task is complete.