How can I automate sending a milestone business email using Alteryx Designer?

Hi Alteryx Community,
I want to automate sending a business milestone email (template attached) to my customer list using Alteryx Designer. My data includes customer names and emails. How can I personalize the email body and what is the best way to configure the Email tool for this?
Any tips on handling images (like company logo) in the email would be appreciated.
Thanks!

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Accepted answers

jrlindem

You need to use the Report Text Tool and the "Expert Mode: Treat test as Raw PCXML" option checked:

Now, that said, I believe this is very limited. I don't know much HTML so I can't provide any further guidance, but this should get you in the right neighborhood. Hope this helps, -Jay

All comments

MinhLO

Hey @babuam, I think your template is missing.

From my understanding of your problem, this might work:

Let me know if it helps!

Email.yxmd

babuam

@MinhLO thanks for sharing the workflow. I was looking for How to insert embed HTML email newsletters in Report text tool? please share if any example workflow

jrlindem

You need to use the Report Text Tool and the "Expert Mode: Treat test as Raw PCXML" option checked:

Now, that said, I believe this is very limited. I don't know much HTML so I can't provide any further guidance, but this should get you in the right neighborhood. Hope this helps, -Jay

babuam

@jrlindem @Thanks for sharing instructions

babuam

Hi Community,

Please share the sample workflow for embed html email template automation. How do we extract the html code in the designed email template to paste into report text tool. Please provide instructions and steps to configure

jrlindem

@babuam As your most recent post is a new ask to the original request, it is best to start a new thread for this new question. -Jay

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