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:

  1. You have an Alteryx Designer license and are familiar with the workflow design interface.
  2. You have a valid email account set up on your machine (e.g., Gmail, Outlook, etc.).

Step 1: Create a new email event

  1. Open your Alteryx Designer workflow and click on the "Tools" menu.
  2. Select "Email" from the drop-down menu.
  3. 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

  1. In the "Email" tool, click on the "Advanced" tab.
  2. 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

  1. Drag and drop the "Email" tool into your workflow, placing it where you want the email to be sent.
  2. 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

  1. Click the "Run" button to execute your workflow.
  2. The email event will be triggered, and the email will be sent to the specified recipients.

Tips and Variations: