emailing in loop

Question

Hello,

I have an excel and which contains list of emails . i want alteryx to read first row and if there is an email id then it should open email then add that email to the "To" and  send with below as body . it should continue until all the row is been read and email is sent

Body

" Dear "name" ,

Thank you for the email. "

data.xlsx

DataNath · Accepted Answer

Hey @adarsh2608 for this, you can just reference the relevant information from each row. To get the body as you wish, I would just create this as a new field in a Formula expression like so:

Then, in the final dropdown of the email configuration, reference this field as the body of the email:

Likewise for telling Alteryx where to send this, you just need to reference the email address column in your data in the 'To' configuration:

OllieClarke · Accepted Answer

@adarsh2608 to tweak @DataNath's solution slightly. In this case I'd recommend the Report Text tool rather than the formula tool, as this gives you far more control over the formatting of the email - different fonts/colours/sizes etc. are all available.

You can still reference data by using the Available Fields drop down:

Hope that helps,

Ollie