Custom email in Alteryx

[joannasokolowska]

Dear Colleagues,

I started working on the email that can be sent from alteryx to people who are in the report. 

The report looks like this (fake data) 

Full name	User email	Training title	Training hours	training link
John, Kowalski	john.kowalski@	training 1	0.70	http://.......1
John, Kowalski	john.kowalski@	training 2	0.50	http://.......2
Anna, Smith	anna.smith@	training 1	0.70	http://.......1

I want to send one email to each person with list of courses that are missing. I managed to add a report text to adjust my email, but I still need to some changes. Therefore I have following questions.

1. How to set up the email based on the report above so there is only one email to John, Kowalski with information about both courses in the table. 

2. How to change the link so the address is not that long (maybe there is an option to change a link to an icon, or add a training link on the training title) 

3. How to insert a table (or maybe there is some other solution) so it is clear what is training title , what is the training length and what is the link. Currently I see this in my final email:

Training Tittle          Training length in hours          Training link

2019 fake name training curriculum    2.00    https://link link link link link link link link link link link link link link link link link link link link link link link link link link link link link link link link link link link link link link link link link link link link link link link link link link 

While it would be great to have sth like this (training title is also a link to the course) for John, Kowalski

Training Title                                            Training length in hours

Training 1                                                           0.70

Training 2                                                           0.50

or like this: 

Training Title	Training length in hours	link
Training 1	0.7	link1
Training 2	0.5	link2

Thank you in advance for any advice! 

Asia

[BrandonB]

You can use a table tool: https://help.alteryx.com/2019.4/PortfolioComposerTable.htm

Where you group by the user's name or email so it would create a table for each person. The email tool sends one email per record, so once you have the tables created and the associated email, you can pass this through with the To address and the Body. 

[BrandonB]

 

[joannasokolowska]

Hey Brandon,

Thanks for this suggestion! However in my case I would like to have a combination of text tool and the table. 

The thing is that I already created the body of the email in the text tool and I just would like to place the table/summarized information in the middle of this email and send one email per person. 

Could you please look at my workflow and advise how should I change it so the table/information is in the middle of the email 

Please also see the desired email outcome:

[User_Full_Name:A] - data taken from the data input (it is not used in the table so I can select this field in the text tool. 

[Table:A] - table created in the table tool 

[Earliest_booking_date:A] - data taken from the data input (it is not used in the table so I can select this field in the text tool. 

Dear [User_Full_Name:A], example John, Kowalski

You are receiving this email because you have missing courses. You can check list of mandatory courses here -> <Link link|https://community.alteryx.com/?category.id=external>
The list below includes your missing courses, with links and training length.

[Table:A] -example for John Kowalski

Training Title	Training length in hours	link
Training 1	0.7	link1
Training 2	0.5	link2

or table displayed this way (link is included in the training title) 

Training Title                                            Training length in hours

Training 1                                                           0.70

Training 2                                                           0.50

Deadline: [Earliest_booking_date:A] example 15/04/2019

We will monitor completion of mandatory courses and you will receive reminders unless you will complete respective training.

Best regards,

[joannasokolowska · Accepted solution]

Dear Colleagues,

I just founded a solution by myself 🙂 

Thanks,

Asia

[MitulSingh]

Hi Joanna, 

Looking for a similar solution - To get the text for body in the email which will be followed by the table.

Could you please tell what tools did you use in order to get this ? 

Thanks,

Mitul 

[mouna_belaid]

Hello,

Could you please share with us the solution? Thank you

[joannasokolowska]

Dear Mitul,

Thank you for reaching out to me! I used combination of Report Text and Table tools.

I have a template of the workflow so you can check it 🙂 

If you have any additional questions, please let me know! 

Asia

[joannasokolowska]

Hi,

Yes sure! I have created template of the workflow so please check it! 

If you have any additional questions, please let me know! 

Asia

[mouna_belaid]

Thank you so much for sharing!