5.19:Workflow-builder-reference-guide/EMail

• 5.19 • 5.2 • 5.3 • 5.8

EMail

The Email workflow block sends an email, with an attachment if so configured.

For SMTP server configuration, see section Email Settings of the Contact Center Administrator Guide.

Settings

EMail settings

Title text

The name of the instance of the block. Enter a name in the text field and the new name of the block appears in the flowchart.

From / Display name

The display name of the email sender. A workflow variable can be specified as the value using the $(varname) format.

From / Address

The email address of the email sender. A workflow variable can be specified as the value using the $(varname) format.

To / Address(es)

The email addresses of the intended recipients. If sending to multiple email addresses, separate email addresses using a comma or a semicolon. Workflow variables can be specified as values using the $(varname) format.

Template language

The ISO language code associated with the selected language (e.g., "en" for English, "ja" for Japanese, etc.).

Template

The language template to be used for the email (e.g., "English", "Japanese", etc.). The email's text will be displayed in the selected language.

Message / Subject

The subject line of the email. Can contain workflow variables in the $(varname) format.

Message / Format

The format for email: HTML (default) or .TXT (plain text).

Message / Body

The text to be sent as a message body. It can contain workflow variables in the $(varname) format. Bright Pattern does not impose any limits on the size of the email.

Insert $()

This button allows you to insert a variable in the $(varname) format into the body of the email. Choose from the following:

• $(user.firstName)
• $(user.lastName)
• $(user.email)
• $(from.name)
• $(from.emailAddress)
• $(case.number)
• $(app.emailAddress)

Survey link

This button allows you to select a configured survey form and insert a link to it into the body of the email. Note that if your contact center has no existing survey forms, there will be no survey link to select.

To learn how to create a survey, see How to Solicit Post-Transactional Surveys via Email.

Remove <Language> Template

Clicking this button deletes any text present in the message body.

Test <Language> Template

Clicking this button sends a test email, with the specified message, to a specified email recipient.

Conditional Exits

The EMail block may take the Mail not sent conditional exit, in which the message cannot be sent (if, for example, the SMTP server is down).

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