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Alteryx Designer Desktop Discussions

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Sending multiple emails to multiple people grouped by a specific column

Kketan24
7 - Meteor

Hi, Everyone!

 

I am trying to send one or multiple records (or one or multiple rows of data in table format) grouped by the "Name" column (1st column) to the email addresses in the last column. The subject line should also reflect the recipient's name.

 

For example, below details will be in the table:

 

Name

Age

Address

RSVP

Date

Email Address

John Smith

42

1 Apple St

Yes

1/1/2022

john@apple.com

Mary Jane

35

3 Banana St

No

2/1/2022

mary@banana.com

John Smith

42

1 Apple St

No

3/1/2022

john@apple.com

 

Email will be sent to individuals with their data only. An example of the outcome:

 

Sent to John Smith's email address (john@apple.com):

 

Subject Line: Please confirm the information - John Smith 1/1/2022 - Yes, 3/1/2022 - No

 

Hello:

 

Please confirm your details below:

 

Name

Age

Address

RSVP

Date

John Smith

42

1 Apple St

Yes

1/1/2022

John Smith

42

1 Apple St

No

3/1/2022

 

Sent to Mary Jane's email address (mary@banana.com):

 

Subject Line: Please confirm the information - Mary Jane 2/1/2022 - No

 

Hello:

 

Please confirm your details below:

 

Name

Age

Address

RSVP

Date

Mary Jane

35

3 Banana St

No

2/1/2022

 

Any ideas on how to do this?

 

Thank you for your valuable input and guidance!!!

2 REPLIES 2
Yoshiro_Fujimori
15 - Aurora
15 - Aurora

Hi @Kketan24 ,

 

I found this post after responding to your previous post 

https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/Sending-multiple-emails-to-mul...

 

I think the difference from the previous one is that you want to add all the sets of {Date, RSVP} in the subject line.

BTW I think there is a risk in this design because the subject line may grow too long as the number of detailed rows grow.

(e.g. the case that one [Name] has 10 rows...)

 

That said, if you want to configure a subject line on Email tool, you need to prepare it beforehand.

 

Workflow

Yoshiro_Fujimori_0-1684019553662.png

 

Input data to Email tool

Yoshiro_Fujimori_1-1684019643620.png

 

I hope this helps.

Kketan24
7 - Meteor

Thank you so much @Yoshiro_Fujimori!

 

I am now getting the desired output. In addition to this, I am looking to include only unique status in the Email Subject line.

 

Please find the attached WF.

 

e.g.

 

1) For CName Kuber Decor the subject line should be 

 

Subject Line: "Information -Kuber Décor - Active"

 

2) For CName ABIL Ltd the subject line should be 

 

Subject Line: "Information -ABIL Ltd - Active, Hold"

 

3) For CName Raj Techno the subject line should be 

 

Subject Line: "Information -Raj Techno - Inactive"

 

Again, thank you for all your help! :)

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