Send an Email with an Automation

Send emails with an automation, compare instances in the email body, and review the run history.

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Create an automation that sends an email

  1. Create an Automation and choose a suitable trigger.
  1. Select the Send an email action.
  1. Define the recipients of the email (To section).
  1. Define the Body and the Subject of the email.

Compare two instances in the email body

In certain scenarios, it may be necessary to compare two instances in the email body text to customize the content based on specific conditions. This can be achieved using the following formula:

instance_1["functional-id"].toString() == instance_2["functional-id"].toString()

This formula checks whether the functional-id of instance_1 matches that of instance_2 after converting them to strings.

Review the run history

The run history of a given automation provides a record of all recipients for whom an email was successfully sent, as well as those for whom an error occurred.

If no history is available, if the list of recipients appears incomplete, or if the email has not been received despite being marked as sent in the history, the following documentation may help: Troubleshoot an Automation Email That Wasn't Received

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