Good morning -
Each month we get a .csv file from our marketing department listing new customers:
Column A: Customer First Name
Column B: Customer Last Name
Column C: Customer Address
Column 😧 Customer Email
Column E: Sales Rep Name
Column F: Sales Rep Email
What I need is a workflow that filters the information by Sales Rep Name and then emails each sales rep separately his unique list of new customers.
Any help greatly appreciated
RDF
Solved! Go to Solution.
Hi @RDF25087
Here is how you can do it.
Workflow:
1. Using unique tool to filter only unique customers for each rep.
2. Using table tool groupby sales ref name and sales ref email id. This way a table of customer is created for each rep.
3. Using report text tool to add email body above the table.
4. Using email pass sales ref email id as To field and table as body. Like below.
Hope this helps : )
Thank you for the response.
I'm probably being dense but when I apply it to my data I'm getting the error:
ComposerEmailInterface:Record#1 From Field is Empty.
Hi @RDF25087
You need to fill up rest of the details required in email tool like SMTP, From, To, Subject and Body cannot be empty.
Here is a guide on email tool:
https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Tool-Mastery-Email/ta-p/32129
Hope this helps : )
Great! As suspected, I was being a bit dense. Thank you for your help.
RDF
Happy to help : ) @RDF25087
Cheers and have a nice day!