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Email Tool

Version:
Current
Last modified: July 15, 2020

Use the Email tool to use a data stream to send emails for each record entered, add attachments, and view email-generated reports. The Email tool runs as the last tool in your workflow. Choose from the available options to authenticate and encrypt your emails, with a combination of other reporting tools to add text, images, maps, and tables. See Reporting Tools for more information.

Alteryx Public Gallery Compatibility

Planning to publish your workflow to gallery.alteryx.com? You must first apply for an exemption. This restriction does not apply to private instances of Alteryx Server and Alteryx Gallery.

To use SMTP Authentication, you must manually configure it.

Configure the Tool

The Enabled check box is selected by default. If not selected, the tool is disabled, and emails are not sent. The Email tool retains all other configuration properties.

To configure the tool...

  1. Enter your SMTP server.
  2. Enter a valid value for Port. The SMTP setting uses Port 25 by default. These default settings are provided, depending on the encryption setting:
    • Port 25, when Encryption is set to None.
    • Port 465, when Encryption is set to SSL/TLS.
    • Port 587, when Encryption is set to STARTTLS
  3. Select your encryption setting via the Encryption dropdown.
  4. Select Use SMTP Authentication to enable authentication and then sign in with a valid Username and Password.
     

    For Ports Other than 25, 465, or 587

    If the SMTP server uses a port other than 25, 465, or 587, update the Port field settings for the SMTP server.

    If you use a specific SMTP server that is different from the recipient domain, errors come back in an email to the sender from the System Administrator, outlining the problem.

  5. Enter relevant information before you run your workflow and send your emails.
    • From: Sender of the email. Must be a valid email address.
    • To: Recipient of the email. Must be a valid email address.
    • Cc: Carbon copy recipients of the email. Must be a valid email address.
    • Bcc: Blind carbon copy recipients of the email. Must be a valid email address.
    • Subject: Subject line for the email.
    • Attachments: Add any additional files to be attached to the email. Email attachments have a 10 MB limit.
      • Add: Select Add to specify each attachment to send with the email. You can either browse to the file location or use a field from your input stream that contains the file location of the attachment.
      • Edit: Select Edit to change a previously specified attachment. The same options as Add are available on Edit.
      • Delete: Select Delete to remove the attachment. If there are multiple attachments specified, highlight to select the attachment for deletion, and select Delete.
    • Body: The body of content for the email.
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