Send email
Deliver a message to an email address.
If you haven’t configured a domain in Notika, that’s okay—you can still use this step, and send emails to a member of your team using a Notika-provided address. This is great for internal alerting.
To send to external recipients (e.g., your users/customers), you’ll want to configure your own email domain.
The Send Email step lets you incorporate an email delivery step into your workflow. For every item in the incoming input data into this step, Notika will generate an email and send it (for more info on data flow, see Workflow Basics).
You can fully customize and personalize the email content, including using Liquid formatting to reference fields from your input data.
To add a Send Email step, click the ”+” placeholder node in the builder or the ”+” button on any connection between two steps, then select Send Email.
Breakdown
Clicking the "Open in editor" button in the "Send email" slideover opens the email editor, shown here.
Specify a sender
Specify the email address from which you’d like to send the email. If you haven’t configured a domain, no worries - you can use a Notika-provided domain, but you’ll only be able to send emails to your team members (for internal alerting).
Set recipient
You can either specify one of your team member’s email addresses, or you can have the recipient dynamically set to the email field from your input data.
In order to use the email field from your input data, you must have an email field in your input data shape and the sender must be one of your configured domains. An error will be thrown if this is not the case.
Fill out the subject, preview text, reply-to, and the email body
- Reply-To (optional): The email address to which recipients can direct replies to.
- Subject: The subject line of the email.
- Preview Text (optional): A short summary that appears below or beside the subject in many email clients.
- Body: The full email template, where you can insert your brand content.
In all of these fields, you can use Liquid to reference fields from your input data. For example:
The “Input” section shows you the fields, along with their types, available to you in the input data.
Optionally switch to Raw HTML Editor
By default, you have a visual editor that lets you drag-and-drop to design your template.
For advanced usage, you can switch to Raw HTML Editor mode by clicking “Switch to raw HTML editor”.
You can always switch back to the visual editor later on by clicking “Switch to visual editor”, but you may lose some of your formatting.
Test and preview
Once you’ve configured your email, you can easily test and preview it.
Click the Preview tab to see how your email will be fully rendered (i.e. with test input data values substituted in). You can send yourself a test email to confirm it in your email client as well.
Remember that your test input data could generate multiple emails if there are multiple rows. If you’d like to select a different row to preview an email for, simply click the “Test” tab under the Input section on the left. You’ll see a list of emails that the trigger input would generate and you can select a different row to preview there.
If you’d like to select a different test trigger input, you can do so by opening the Test panel in the workflow builder.
Explore further
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