How to send email with KPI metrics as HTML table

In v4.5 we’ve added the ability to insert the input dataset of the “Send email” action as HTML table in the email body. It makes it very easy to send (e.g. on schedule) emails with small tables right in the table body instead of attachments.

For this check the “Insert input dataset as HTML table” option in the action. The option is available only in the “HTML” mode.

In the screenshot below, the input dataset of the “Send email” action has 3 rows with metrics “Sales revenue”, “Orders”, and “Shipments”. The dataset is inserted into the email message body.

Here is what the received email message looks like:

image

This feature makes is very easy to send daily short summaries with KPIs to those who need it. It would also work great in email alerts.

With a bit of creativity you can set up an EasyMorph Server task where people would subscribe/unsubscribe themselves to/from various notifications in a self-service manner.

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Hi Dgudkov.

Thank you very much for sharing this contact. I am building an email template in HTML for EasyMorph project. I am wondering if EasyMorph allows adding imagine in the HTML template? Also I couldn’t find any info about which version of HTML EasyMorph is using for email.

Hi @leah_Yan and welcome to the Community!

EasyMorph doesn't have built-in means for inserting images. But, as with any HTML, you can insert tags <img> linking to pictures hosted somewhere else.

The version of HTML doesn't depend on EasyMorph. EasyMorph simply inserts whatever HTML you provided into the email body. If you're not sure, start your HTML with the tag <HTML>.

Thank you for the reply. I wrote a HTML code with the tag, but there is not image showing up in my email. I fixed this with adding the tag to my code.

Hi Dmitry

With the email body, you can change the margins etc with HTML.
This means that the dataset that I insert as HTML table, is now not aligned.
Is there a way to apply the apply padding and margins to the table as well?

Thanks

R

The “Insert HTML table” feature is very basic. It doesn’t have styling options. If you need a formatted custom HTML, it has to be constructed manually using functions and expressions.

In v5.3 we will release a new action, “Generate text from template”. It will simplify HTML generation. Until then, the only option for HTML generation is construction with expressions.

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Thanks, Dmitry

Hello @dgudkov,

You mention in this post a new action “Generate text from template”. It’s still on your roadmap this feature ?

Best regards,
Radu.

Yes, it’s still on the roadmap, but we struggle to come up with an understandable and logical templating syntax, so it gets delayed.

Sure. Good to know.

Thank you.