Email a file attachment
The Email a file attachment step gives you the ability to send an email to a list of recipients with a custom message and an attached file (CSV or Excel) of your transformed data.
Setup
After connecting your flow to this destination step, enter up to ten email addresses in Email Recipients section. Enter what you'd like the email subject line to be in the Email Subject section. Enter your custom message in the Email Body section. Please note that all of these fields are required.
You can use merge tags {} to include dynamic values in any field (recipients, subject, body, file name, reply to). Those work as follows:
- Wrap the column name that you want to reference in tags - in the example below, that could be "{Name}"
- The email will then take the first row from that column, from the first input connected
- The step can filter out any columns used as merge columns. You can find this option under Advanced Settings
In the "Advanced Settings" dropdown, enter the email address you wish for recipients to reply to. This will ensure that any replies to these emails will go to the right place.
The step can accept multiple input arrows of data if it is set to generate an Excel file. Each input will be a new tab within the generated file, and each tab must be given a unique name.
Security
The files you send through this step are stored by Parabola. We store the data as a convenience, so that the next time you open the flow, the data is still loaded into it. Your data is stored securely in an Amazon S3 Bucket, and all connections are established over SSL and encrypted.
Limitations
Emails sent through this step must be 30MB or smaller.