Email tool: Use multiple fields to send emails to multiple groups of people

Metabrit

Hi,

I'm currently building a tool that needs to send emails to different groups in the business based on a condition, the condition being what percentage of a limit someone has exceeded.

Say I had 4 groups of people which each have their own field in the data containing email addresses, group 1, group 2, group 3 and group 4.

The groups have a hierarchy so a member of group 2 could manage multiple people in group 1, group 3 could manage multiple people in group 2 ect.

I want to be able to send emails to group 1 and group 2 using their fields and CC group 3 and group 4.

Currently, you can only use 1 field as the To and CC in the email tool as shown below.

I could join run a unique on each field and join the group fields together but this could cause the members in the higher groups to receive multiple emails and the people who receive the emails won't be able to see everyone the email was sent to and were put on CC.

I'd like to know if there is a way for the email tool to send emails to multiple groups/fields so that when they see the email they can also see everyone who was sent that email.

e.g. Subject: You have exceeded the limit

        To: Person 1, Person 2
        CC: Person 3, Person 4

I've attached a workflow to use as an example for a solution. Any help is appreciated!

data email test2.yxmd

danrh

You should be able to separate email addresses within a single field by comma, space, or semicolon and have a single email go out to all the parties in the list.  See the last line of the Email tool help page:

https://help.alteryx.com/11.3/Email.htm

If you are manually inputting the email addresses into a Formula tool (how you had it setup in your example workflows) just comma separate in the formula and you should be good to go.  If the groups are listed out in a single column, use a Summarize tool and concatenate using a comma separator.  Reach out if you'd like help with this portion.

Good luck!