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[Automation] Send an email

How to create a send an email automation?

  1. Create an Automation and choose an adapted trigger.

  2. Select Send an email action.

  3. Define the recipients of the email (To section).

  4. Define the Body and the Subject of the email.

How to compare two instances in email text ?

In certain scenarios, it may be necessary to compare two YOOI instances in the email body text to customize the content based on specific conditions. This can be achieved using the following formula:

instance_1["functional-id"].toString() == instance_2["functional-id"].toString()

This formula checks whether the functional-id of instance_1 matches that of instance_2 after converting them to strings.

Run history

The run history of a given automation provides a record of all recipients for whom an email was successfully sent, as well as those for whom an error occurred.

If no history is available, if the list of recipients appears incomplete, or if the email has not been received despite being marked as sent in the history, the following documentation may help: The automation email wasn’t received. What could be the cause?