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 |
|---|---|---|---|---|---|
| [email protected] | Monthly Sales Report | true | MSG-19838-AX | ||
| [email protected] | Monthly Sales Report | true | MSG-19839-AX |
Each row indicates whether the email was successfully sent, the message ID, and any encountered errors.