IMPORTANT THINGS TO KNOW
- What is a Zerion Dataflow?
- What is a RecordSet?
- What is a Zerion Dataflow Email action?
- How do I create an Email action?
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.
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.
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.
From inside the Zerion Console, select Dataflow Automation.
From the left-hand menu, click Connections.
Click +New Connection.
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).
Load the Dataflow to which you'll be adding the Email action.
With the RecordSet selected, click the Actions drop-down menu and select Email.
Give your Email action a name and choose your email connection.
From the Email Options tab, configure who you want to send the message to as well as the message template.