Filter data and send email to unique users

[RDF25087]

Good morning -

Each month we get a .csv file from our marketing department listing new customers:

Column A: Customer First Name

Column B: Customer Last Name

Column C: Customer Address

Column 😧 Customer Email

Column E: Sales Rep Name

Column F: Sales Rep Email

What I need is a workflow that filters the information by Sales Rep Name and then emails each sales rep separately his unique list of new customers.

Any help greatly appreciated

RDF

[atcodedog05 · Accepted solution]

Hi @RDF25087 

Here is how you can do it.

Workflow:

1. Using unique tool to filter only unique customers for each rep.

2. Using table tool groupby sales ref name and sales ref email id. This way a table of customer is created for each rep.

3. Using report text tool to add email body above the table.

4. Using email pass sales ref email id as To field and table as body. Like below.

Hope this helps : )

[RDF25087]

Thank you for the response.

I'm probably being dense but when I apply it to my data I'm getting the error:

ComposerEmailInterface:Record#1 From Field is Empty.

[atcodedog05]

Hi @RDF25087 

You need to fill up rest of the details required in email tool like SMTP, From, To, Subject and Body cannot be empty.

Here is a guide on email tool:

https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Tool-Mastery-Email/ta-p/32129

Hope this helps : )

[RDF25087]

Great! As suspected, I was being a bit dense. Thank you for your help.

RDF

[atcodedog05]

Happy to help : ) @RDF25087 

Cheers and have a nice day!