formatting email body , replacing string with hyperlink

Hi Alteryx users,

I want to send emails with dynamic body to customer so I placed a variable into the original input like :

"Tell us how we did by clicking on this link: ***"

Then I thought by replacing *** with the hyperlink that I created with Report Text tool would solve my problem but the result was:

"Tell us how we did by clicking on this link: <div class="DefaultText" style="width:100%;"><span style="font-family:Arial;font-size:12.0pt;"><a href="[link to survey]" >Survey link</a></span></div>"

I am guessing the problem is that before Email sending tool I used another Report Text tool to create the final ‘Body’ field which contained the body field and the hyperlink.

Is there any way to change the format or keep this as a hyperlink?

As I need to send emails in many languages depending on the country, I was looking for solutions to avoid having multiple Report Text tool in the workflow.

Thanks a lot in advance!

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Accepted answers

patrick_digan

@EtamSoko I see now. So in your formula that is replacing the *** with your link, it's creating some bad html behind the scenes (it's nesting some div and span html tags illegally). I think you have 2 options:

1) assuming you're building emailbody1 in a report text tool, you would need to already have joined your hyperlink fields before and create it all in one report text tool. I'm also assuming this probably breaks your ability to keep everything dynamic (although I don't have a good picture in my head at the moment).

2) You could leverage @mbarone 's code in the formula tool. So don't put your hyperlink through a report text tool, and change your formula tool to something like:

replace([emailBody1],"***",'<a href="' +[Link]+'">' + [Text]+'</a>')

By building the link yourself and not in a report text tool, the html should work.

mbarone

Sorry, should've clarified - if you do use what I posted in a Report Text tool, you need to check the "Expert Mode". If you do that, it will come through as a hyper link, then you can (conceivably) put it in an email tool. For my use case, I give the end-user a list of clients with a hyperlink to the google maps of their address. I use the report tool as shown below (expert mode), feed it into a table tool, then render that table tool as a PDF (that's what they wanted - a PDF with hot links).

The Address field comes from a formula tool ('<a href="http://maps.google.com/?q='+[ClientAddr_Address]+', '+[ClientAddr_City]+', '+[ClientAddr_State]+', '+[ClientAddr_Zip]+'">'+[ClientAddr_Address]+'</a>')

2021-04-23 12_08_58-alteryxpnv01 - Remote Desktop Connection.png

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mbarone

I've never tried it in an Email tool, but I have done it in a render tool. What does you Report Text tool configuration look like?

patrick_digan

@EtamSoko Can you use the add hyperlink button in the report text tool? You can reference a field:

EtamSoko

@patrick_digan

Sorry if my explanation was not clear. So I have a column called Body and Link. From the Link field I have already created a new field called 'Hyperlink' using Report Text tool.

Then in the Body field, I have the email text and in the place of the survey link I placed '***' variable to the original input, then Formula tool to replace the '***' with the hyperlink.

At the last step before the Email tool, I have another Report Text tool to create the Final Body column for the email tool to use that field as the Body. I have more email body fields because there are customers that should receive the email in more languages.

Then, when I send the email this is the format I get back of the survey link:

<div class="DefaultText" style="width:100%;"><span style="font-family:Arial;font-size:12.0pt;"><a href="[link to survey]" >Survey link</a></span></div>"

Does this clarify a bit more? Hope you will be able to help me.

The workaround ofc would be to create Report text tool for each country and than channel the workflow accordingly but this solution could be dynamic and easly controlled by inputs.

thanks!

apathetichell

I think you are trying to create a link to something already set up as a link. and that is your problem.

Am I misreading this or are you:

1) creating a link in report text.

2) adding it to a non-link in formula.

3) turning that entire field into a link.

since section 1 is already a link you are creating a link to a link - instead of a link to the underlying.

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