Generate Email HTML

Definition

The Generate Email HTML action in Zenphi simplifies the process of generating HTML-based email content using pre-defined templates. It allows for dynamic and automated email creation tailored to your needs by mapping specific tokens in the template.

Use Cases

The Generate Email HTML action is ideal for scenarios such as:

1. Automated Notifications: Create dynamic email content for notifying users about system updates or changes.
2. Personalized Campaigns: Generate HTML emails for marketing campaigns with personalized details.
3. Customer Support: Automate the creation of emails for ticket updates or resolutions.
4. Event Invitations: Design HTML-based event invitations with dynamic data, such as attendee names and event details.
5. Invoice Emails: Create visually appealing email content for sending invoices with dynamic token mapping.

Inputs

The Generate Email HTML action requires the following inputs:

1. Template:

This field allows you to select the specific template that you want to use for processing the document content. It provides a list of available email templates designed for various tasks. The selected template serves as the base structure for generating the email.

2. Token Mapping:

This field lets you define mappings between template tokens and actual values. Tokens are placeholders in the template (e.g., {{Name}}, {{Date}}) that get replaced by corresponding values during email generation. Ensure you provide accurate mappings to render the HTML correctly.

Step-by-Step Guide

Step 1: Add the "Generate Email HTML" Action

Drag and drop the Generate Email HTML action from the Integration category into your workflow. If you're new to adding actions in Zenphi, you can find a complete guide here.

Step 2: Configure the Action Settings

Template: Select the desired email template from the dropdown menu. Make sure the template matches your intended email content.

Token Mapping: Provide the mapping for each token used in the selected template. For example:

{{Name}}: John Doe

{{EventDate}}: 2024-01-15

Step 3: Test the Configuration

Run the flow in test mode to ensure the HTML content is generated correctly.

Verify the output to confirm that all tokens are replaced with the mapped values.

Step 4: Publish and Use

Once tested, publish the flow to automate HTML email generation.

Use the generated HTML in subsequent steps, such as sending an email or saving the content.

Outputs

The Generate Email HTML action provides the following outputs:

1. Email HTML Content:

The HTML content of the email as a string. This can be used directly in actions like "Send Email" or saved for later use.

2. HTML File:

The content of the email template as an HTML file. This file can be attached, saved, or further processed as needed.

Example

Scenario: Personalized Event Invitations

Flow Trigger:

A form submission triggers the flow, collecting attendee details (e.g., name, event date).

Generate Email HTML Action Configuration:

Template: EventInvitationTemplate

Token Mapping:

{{Name}}: {{FormResponse.Name}}

{{EventDate}}: {{FormResponse.EventDate}}

Output Utilization:

Use Email HTML Content in the "Send Email" action to send personalized event invitations.

By leveraging Zenphi's Generate Email HTML action, you can automate and customize email generation, ensuring consistency and efficiency in communication.