"Email Alert" node

The Email Alert node sends an email to selected users when an incident occurs in business processes. These email notifications are especially useful when urgent action is needed from Synerise users. You can use this node to inform about anomalies, getting closer to a workflow goal, form submissions, running out of coupons, and other events.

Node logic

When a profile triggers a workflow containing the Email Alert node, a record of events from each workflow step is stored in the profile card's activity list (including the message.send event). However, the email alert is not sent to this profile unless their email is configured within the Email Alert node settings. Instead, the email alert is directed to the individual specified in the Email Alert node settings.

Requirements

Configure an email account which you will use to send email alerts (and emails in general).

Node configuration

1. To create a workflow that lets you send email alerts to the Synerise users, go to Automation Hub > Workflows > New workflow.
2. Select one of the business or profile trigger nodes.
3. Click THEN > Email Alert.
4. Click the node.

Select sender account

In this part of the node configuration, you will define the email account from which the alert will be sent and define the email address to which the recipients can send replies.

2. In the Sender details section, perform the following actions:
   1. In the From email address, from the dropdown list, select an email account from which the alert is sent.
   2. In the From name, enter the name of the sender that is displayed in the inbox.
   3. In the Reply to email address, enter the email address to which the responses to the email are delivered. Dynamic values are allowed in this field.
   4. In the Reply to name, enter the name of the receiver of responses. Dynamic values are allowed in this field.
   5. Confirm the settings in this section by clicking Apply.

Prepare email content

In this part of the node configuration, you will define the email subject that will be displayed in the recipient's inbox and create the content of the message.

3. In the Content section, click Define.

   1. In the Subject field, enter the subject of the email that is shown in the inbox.
   2. Optionally, by clicking you can select a snippet which will let you personalize the message subject.
   3. If you want to:
      • Select an email template, click Create message. From the list of the templates, select the one you want to use.
        • If you make changes to the template, click Save and then Use in node.
        • If you don't make changes to the template, click Use in node.
      • Create a message from scratch, click Create message > New template. The template will be available only in this node for preview and modifications.
        1. Select one of the builders you want to use to create a message: email template builder or basic drag&drop builder. You can also import email templates to an email builder.
        2. After finishing the template, click Use in node.
   After the node is configured, the name of the selected template is displayed directly on the node. To preview the template without opening the node settings, click the eye icon on the node. If the template was created directly in the node settings, the ID of the inplace content is displayed on the node instead of the template name.

4. Confirm settings in the section by clicking Apply.

Select recipients

In this part of the process, you will select the recipients of the alert.

3. In the Recipient section:

   

   • To choose an existing list, click the search box:
     1. Go to the Saved lists tab.
     2. Select a list of recipients.
   • To create a list of recipients of the alert email, click the search box:
     1. In the Profiles tab, use the text field to find recipients or enter an email address to add recipients outside the contact base.
     2. Confirm the selection by clicking Add.
     3. Confirm the list by clicking Save list. This way you can use this list in the future.
        Result: A pop-up opens.
     4. In the List name field, enter the name of the list.
     5. Confirm by clicking Apply.
   • Optionally, you can provide a dynamic value such as an automation insert or you can select a reusable code (snippet) by clicking
     Example of an automation insert: To retrieve an email address from the Profile Event, use {{ automationPathSteps['ProfileTriggerNodeTitle'].event.params.email }} and replace ProfileTriggerTitle with the title of this node. This way, the profile who goes through the node will be sent an email alert.
4. Confirm the action setting by clicking Apply.

Examples of use

Below are selected examples of use cases with Email Alert node, which can help you better understand its applications:

• Send alerts to Microsoft Teams and email alerts about unsent and failed emails
• Email notification to call center about expensive abandoned cart
• Monitor Voucher Pool Levels and Receive Alerts for Replenishment
• Automated email campaign performance reports