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How do I create a Zerion Dataflow email action?

Zerion Dataflows

IMPORTANT THINGS TO KNOW

What is a Zerion Dataflow?

Zerion Dataflows provide organizations Big Data capabilities including long term storage, data management, processing and integration without having to invest millions of dollars and a dedicated team.  

Click here for more information.

What is a RecordSet?

RecordSets are storage locations for data saved within a Zerion Dataflow. These RecordSets and the actions associated with them are the foundations for Zerion Dataflows.

Click here for more information.

What is a Zerion Dataflow Email action?

Zerion Dataflows has the ability to send email messages which can be static or dynamic, using data from the preceding RecordSet.

How do I create an Email action?

To create a Zerion Dataflow Email action, please follow the instructions below.

Click images to enlarge.

STEP 1

From inside the Zerion Console, select Dataflow Automation.

STEP 2

From the left-hand menu, click Connections.

Step 3

Click +New Connection.

Step 4

Configure the email connection for the email account and from the drop-down select Email.

Once you've selected Email, fill out the required fields.

PLEASE NOTE: The example setup below will work for Google email accounts (other providers settings may vary).

Step 5

Click Save.

STEP 6

Load the Dataflow to which you'll be adding the Email action.

Click here for more information on loading a Dataflow.

STEP 7

With the RecordSet selected, click the Actions drop-down menu and select Email.

Step 8

Give your Email action a name and choose your email connection.

STEP 9

From the Email Options tab, configure who you want to send the message to as well as the message template.

Step 10

Click Save.

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