How to add table into the email body

Hi all,

I am still new to Alteryx and I am trying to create a mail merger using the email tool. I am able to achieve the mail merge but I want to insert a table into the mail body. I want to modify the text font to Italic and bold only a few words. I have attached the screenshot of how the table should look like. Please help me with this.

Thanks in advance,

Vandhana

Accepted answers

All comments

perin

Hello @Vandhana_Chandran

To send the table as an email body, first, you need to create a table in Alteryx and use the Table tool in the reporting tab.

You can change the font type and attributes for each column or row as the following screenshot.

I'm also sending a workflow as example.

Best,

Gustavo

TableAsBodyExample.yxmd

Ankur_BDO

As you have already created the mail merge functionality, we will focus on creating the text content and the formatting. I have used your text content only. For the formatted output use the Text tool from Reporting group. For each cell use one Text tool. then use Union tool to create text one on top of other in column. do it 3 times for you have 3 columns. Now use a Multi-Join tool to horizontally connect the e columns. Now use the Layout tool to combine any text sentence in your mail and keep the table below. you can check the attached file for a ready example. Check the configuration on Layout tool for more understanding. Just add the email tool and do the mail merge as you already know.

20240822_DraftEmailTable.yxmd

Vandhana_Chandran

Hello @perin ,
I have the table as well as other content as part of my email like Hi Sir/Madam, then a few lines, after that it is the table then comes Thanks & Regards part. So in the email tool I can either use the table content or can manually write the content. But here I want both the content I already have plus the table to be inserted somewhere in the middle of the mail body. How do I achieve that?

Vandhana_Chandran

Hi @Ankur_BDO ,

I went through your workflow and it does not satisfy my requirement completely but partially. I want to insert the table in a custom position within the email body. I have attached the screenshot of how it looks like. Can you please help me with the repositioning of the table.

Thank you

TablePosition.PNG

Ankur_BDO

Hi @Vandhana_Chandran

Can you send a screen shot of how you want the Email body to look like.

Vandhana_Chandran

Hi @Ankur_BDO ,

I have attached the same below. I want it in this format in Report text tool so that I can add some fields from the .xlsx input file and then perform mail merge. I have also attached how the workflow should look like. The order of the flow.

Thank you

Workflow-MailMerge.PNG

Ankur_BDO

See the updated mail message in the attached workflow. The Email tool you need to configure as per your machine settings.

20240822_DraftEmailTable.yxmd

Vandhana_Chandran

Hi @Ankur_BDO,

This would work for a single mail. But here I am trying to use mail merge where in Hi [Name], the [Name] field has to be replaced each time for different recipients. To do this I have to input the data from a .xlsx file using input data tool. I am not able to use that in this workflow.

It can only be done by connecting the input data tool to the Report text tool and the the email tool.

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