There are two types of Send Email Function Tasks you can add to your processes. Let’s take a look at them now.

Sending an email with an HTML template

This version allows you to send an email based on an HTML email template found at a particular URL. This is useful when you’ve designed a nice HTML email template that you want to make use of.

First of all, drag and drop in a Function Task from your Toolbox. That’s the Task icon in the bottom right hand corner. You’ll have to place the Task manually in your process flow so make sure it’s linked up correctly and in the correct position.

With the Task selected, your Properties Panel for the Function Task should look something like the image shown below. Add in SendAbsoluteUrlTemplateEmailCommand to the Function Key field.

From there you need to set the mandatory values for the following key fields:

  • TemplateAbsoluteUrl - This is the URL where your HTML email template is found

  • FromEmail - This is the email address you’d like your email to be sent from

  • FromName - This is your name, or the name of the company, you’d like to send the email from

  • EmailSubject - This will be the subject of the email

  • EmailPersonalizations/0/ToName - This is the name of the person you’d like to send the email to

  • EmailPersonalizations/0/ToEmail - This is the email address you’d like the email to be sent to

You can set these key fields in one of two ways:

Firstly, by using pipeline keys to pass values already available in the process by adding Input Actions.

Secondly, by setting the values directly by adding Input Values.

You don't have to be tied to one or other approach, you can actually use a combination of these two methods.

Sending an email with a user defined Body

This version of the Email Function Task allows you to enter the details of your email body using the Body key, rather than pointing to a pre-existing email template found at a particular URL.

The differences here are:

  • In the Function Key field, you need to add SendBodyTemplateEmailCommand

  • Each of the mandatory fields listed above still need to be entered, except:

    • Rather than using the TemplateAbsoluteUrl as in the previous type of Send Email Function Task, you’ll instead use the Body key.

Here’s an example of the kind of email you could enter into Value field when using a Body key:

Hello {{ToNamePlaceholder}}, this is your test email from {{FromNamePlaceholder}}

  • PRO TIP - We suggest starting out with Input Values which will give you more direct control over your Send Email Function Tasks. When you're comfortable, move on to maturing your process by using Input Actions to pass the settings available from elsewhere in the process

Once everything has been set up, when your Process runs it will fire an email to the relevant email address, based on you configuration.

NB: For more information on customisable options through optional fields, you should contact support directly using the Intercom button in the bottom corner of your screen.

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