How to Use the Alteryx Email Tool

[@thinnekim4805]

Thank you very much for the detailed explanation

[@NPT]

You're welcome, Thinne! 👍

[@thinnekim4805]

@@NPT I re-watched again as I need to find a solution to a business problem. I find this very useful. I have to reconfirm if I can send emails to multiple user using a list of users. This really help a lot.

[@phanurutpeammetta2066]

This is very helpful! I finally could solve the problem with multiple email output thanks to you! Keep on great content!

[@NPT]

You're welcome Phanurut. Glad your email issue is solved.

[@waverider80]

Excellent video. Thanks for sharing.

[@NPT]

Thanks for watching!

[@jeffreed719]

Very helpful video! I am trying to take it further by using the "Use fields" for TO and FROM, but not sure how to get my formula fields to show as options. Do you have another video that shows that or suggestions? I've tried googling but havent quite found the answer yet

[@t1mech1ldtc60]

Hi Nick, Do you have a video on the separate process you discuss at 11:43. I'm currently looking for guides/videos on this specifically :)))

[@abhishekpachauri4403]

Hi Nathan, amazing video. Is it possible to send emails based on rows? like two rows can be for 1 person. SO data will be filtered for that person. If some person has 5 rows, then only 5 rows will be shared with the user.

[@NPT]

Yes, you can send a set of rows to specific people. You'll need to include their email address as a column/field. Then group the rows you want to send to that user so only one table is generated per email. You need to do this because the email tool sends one email per row.

[@akshaynamdev]

Hey Nathan, Thanks for the tutorial. Very helpful!! One question, can we pick an input from the remote location(Shared drive) and also place the output file as well. If yes how can we do that and how we can make connection of Alteryx and remote server location. Any help is much appreciated.

[@NPT]

Yes you can! Use a Universal Naming Convention (UNC) path. These paths are prefaced with a double-back slash \\ and the server name, drive letter, and folder name. For example, the UNC path could look like this \\MyServer\C$\Alteryx_Outputs. You'll need to make sure that the user running the workflow has permission to access the folder.

[@DanielWeikert]

Thanks Nathan. Like the Alteryx Series. Could you dive deeper into Macros, Spatial Options and Statistics (Forecasting)?

[@NPT]

Absolutely, those are great topics. I’ve got some ideas for Macros and Stats that should make for good videos. Thanks for the comment.

[@DanielWeikert]

awesome. Considering "statistics" any kind of predictive analytics would be great.

[@ratishnair8579]

@@NPT Hi Nathan, just going through the wonderfully helpful videos. Thx a ton. Would also like to check if the videos for macros were added over time. Looking to understand the benefits and if it has definite positives then switch from excel macros to Alteryx for some reports

[@priyankatavate1818]

Hey Nathan, thank u for the tutorial. Great content. I use outlook for my corporate account. I wanted to know if I need to link outlook to Alteryx to send out email from Alteryx.

[@srinivasanupindi8057]

Excellent and thanks

[@NPT]

You are most welcome!

[@ManojKumar-dk3cy]

Is it possible to get specific line or add condition to filter %outputlog% when workflow failed with error. I just want to add condition when log contains specific text in line then email body different else all outputlog.

[@thiagocunha7045]

I can't use email field after this tool, just available the fiel layout. can anyone help?

[@yyz619]

How to send the output table as an attachment to email?

[@richardtalbot7610]

Hello, it appears to me that if you use the Visual Layout tool, the ability to use a Field for e-mail address is not possible. Someone Online suggested using the Append Fields to add the e-mail address field back in, but when I try to do that it throws an error "There were more than 16 records in the source. Do you know how to get the e-mails back in after the Visual Layout tool? Thanks!

[@jeremy343]

I'm facing a problem with the email tool, mainly with the attachment option. I need to attach a word document to send several emails, the problem is when I sent the emails the files are corrupted and people can't open it, I tried converting to pdf but no success and also I tried saving the files in One Drive but didn't work. I'm curious because when I attached an excel file then the people receive the email with the attachment working correctly. Below is a screenshot of the error, the file in my computer works well and I can open it without any problem so I don't know if it's something Alteryx does when sending the email: Please let me know if you need more details and thanks for the help!

[@kcastillo0319]

Nathan, I am a huge fan of your tutorials - concise and highly informative. Re the SMTP address, our company recently moved to Office 365. In Alteryx version 2018.4, the auto-detect feature has been removed. Alteryx documentation for the email tool suggested mail.[yourcompany].com. I used that successfully. A request - any tutorials you want to do re the Developer Tools would be so welcome. You seem like a busy man, so just let me say I appreciate the time and quality of what you have shared with us. Thanks again.

[@Shua060606]

mailhost.yourcompany.com seems to work for me for o365

[@NPT]

Kay, thanks for the kind words. Your comment got held up in 'spam' so my apologies for the delay in responding. Yes, I'll take a look at the Developer Tools and produce some content based on those tools.

[@stuartmoon6202]

How do you do that with an excel file, It grabs the excel file and sends it over and over again...

[@NPT]

Yes, so what's happening is that the number of input records to the email tool determines how many times the tool executes the email process. Unless each row contains a unique email to process, you typically will only have one row as input.

[@aaronbell759]

This is a great video, is it possible to generate a unique templated report for each row in a data set and name the file based on a certain value?

[@TheLucia513]

Can alteryx win zip an output data file and email it?

[@NPT]

Yes it can! And here's how to do it: kzbin.info/www/bejne/r3iql2iZqcumf6s Thanks for the suggestion Lucia. 👍

[@christiancano4851]

Hey Nathan, thanks for the tutorial!!! Great stuff....I was wondering if you could cover more on the data governance that you mentioned towards the latter portion of the video? I have an excel with multiple persons from work that I would like for them to receive an email based on particular selections....rather than doing this manually.... Cheers, Chris.

[@tobycollin9436]

instaBlaster...

[@amanverma1610]

you didn't explain it properly just given a eye view how it looks, kind of overview of the tool.