---
title: Send Emails in Infoveave Workflows
description: Send personalized emails with optional attachments using dynamic data and pre-configured templates.
category: Communication
tags: [email, notification, communication, attachment, smtp]
---

# Send Email

## Description

The **Send Email** activity allows you to compose and send emails as part of a workflow. You can configure recipient addresses, subject, body content, and attachments. The activity also supports dynamic emailing using fields from input data, and allows the use of pre-designed Infoveave templates for styling and formatting consistency.

Use this activity to:

- Send individual or bulk emails based on incoming data
- Attach files generated in the workflow
- Format emails using templates for consistency
- Embed processed data directly into the email body

> **Use case**:
> A workflow generates a monthly sales report and automatically sends personalized emails to each regional manager with their region’s data attached and included in the body.

## Input

| Type     | Description                                                                                                             |
| -------- | ----------------------------------------------------------------------------------------------------------------------- |
| **Data** | (Optional) Tabular data used to populate dynamic fields like email addresses, template content, or attachment grouping. |

## Output

| Output Type    | Format | Description                                                                     |
| -------------- | ------ | ------------------------------------------------------------------------------- |
| **Email Info** | Table  | Status of sent emails including recipient, success, and any errors encountered. |

## Configuration Fields

| Field Name                      | Description                                                                                          |
| ------------------------------- | ---------------------------------------------------------------------------------------------------- |
| **Connection**                  | Mail server connection to send emails (OAuth or SMTP supported).                                     |
| **Use Default Credentials**     | If enabled, uses Infoveave’s default email credentials. Disable to use custom authentication.        |
| **Use Email Address From Data** | If enabled, pulls recipient addresses from a specified column in the input data.                     |
| **Email Column**                | The column in the data containing the recipient's email address (required if using email from data). |
| **Email To Address**            | Static recipient(s) for the "To" field (comma-separated).                                            |
| **Email CC Address**            | Email addresses for the "CC" field (comma-separated).                                                |
| **Email BCC Address**           | Email addresses for the "BCC" field.                                                                 |
| **Subject**                     | Subject line of the email. Can be static or mapped from input data.                                  |
| **Content**                     | The main body content of the email. Supports plain text or HTML.                                     |
| **Use Infoveave Template**      | When enabled, applies an Infoveave-designed template to the email layout.                            |
| **Rerun Template**              | Ensures template consistency across multiple emails in the same run.                                 |
| **Attachment Name**             | Name of the attachment file (e.g., `SalesReport_May2025.xlsx`).                                      |
| **Split By Column**             | Splits data into separate attachments based on values in this column (used in bulk personalization). |
| **Sheet Name**                  | The name of the worksheet in the template used for formatting the attachment content.                |
| **Send Data In Email Body**     | If enabled, includes input data as a formatted table within the body of the email.                   |
| **Attachment File Pattern**     | Pattern to identify which files to attach from prior activities (e.g., `"*.pdf"`).                   |

> Combine **Split By Column** with **Email Column** to send a unique email with corresponding data and attachment per recipient.

## Sample Input

_Not applicable_ (used only if sending emails dynamically per row or attaching generated data).

## Sample Configuration

| Field                       | Value                  |
| --------------------------- | ---------------------- |
| Use Email Address From Data | `true`                 |
| Email Column                | `RecipientEmail`       |
| Subject                     | `Monthly Sales Report` |
| Attachment Name             | `Report_{Region}.xlsx` |
| Split By Column             | `Region`               |
| Send Data In Email Body     | `true`                 |
| Use Infoveave Template      | `true`                 |

## Sample Output

| To               | Subject              | MailBody    | Sent | MessageId    | Error |
| ---------------- | -------------------- | ----------- | ---- | ------------ | ----- |
| john@example.com | Monthly Sales Report | <HTML body> | true | MSG-19838-AX |       |
| jane@example.com | Monthly Sales Report | <HTML body> | true | MSG-19839-AX |       |

> Each row indicates whether the email was successfully sent, the message ID, and any encountered errors.