Alteryx Designer Desktop Discussions

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Mail Merge saved in Drafts

Vandhana_C
7 - Meteor

Hi all,

 

I want to perform mail merge with similar body content but with customised Salutations Hi X, Hi Y, Hi Z and so on.
I want custom subject line as well. I want these mails to be saved to drafts. 
How can I achieve this on Alteryx Designer? 

4 REPLIES 4
Raj
16 - Nebula

@Vandhana_C 
in the reporting tools you have report text tool where you can create a template and take values dynamically from the fields
this will help you to achieve the required results.

hope this helps.

Vandhana_C
7 - Meteor

Hi Raj, 
That works for me. But I have a table as a part of my email body. Is there a way to insert that? 
Also Alteryx doesn't support mail merge to save in drafts, right?  

Raj
16 - Nebula

@Vandhana_C 
yes you can add your table to the Email body
and Also Alteryx doesn't support mail merge to save in drafts it directly sends it.
find the workflow attached to see how you can add a table.

hope this helps
make done if solved.


Vandhana_C
7 - Meteor

I don't see an attachment.

 

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