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Configure the Destination

Step by Step Guide to Configure Communication as Destination​

Step 1: Add Email as a Destination​

  • Go to the "Add Destination" page to select your desired communication as a Destination

Note

If you have selected SMTP as a Destination. Before moving to the second step, first click the Select Integration dropdown to select the integrated SMTP.

Select

Step 2: Add Recipients & Subject​

Add
FieldsDescription
ToIn the To field, add the primary recipient's email address.
Add CC & BCCIf you want to send the personalized report to multiple recipients click Add CC & BCC use Comma to seperate their email addresses.
SubjectIn the Subject field enter a subject line for the email.

Note

  • The total number of recipients you can put in (To and Add CC & BCC) fields are 50

  • You can also pass parameters in To and Subject fields using {{}} curly braces

Step 4: Select Process Mode​

You can send the report to the recipients by choosing one of the following process mode-

Batch Wise Mode: With batch-wise mode, you can send the data to the recipients in a single batch operation. For example, if you have 10 rows of data, the recipients will get the whole data in a single email.

Row Wise Mode: With row-wise mode, you can send the data to the recipients row by row. For example, if you have 10 rows of data; for each row, the recipients will get a separate email.

Read this doc to know more about row-wise mode.

Step 3: Configure e-mail body​

email body

In the Body field, add a custom message that sends along with your data. You can add different parameters by using {{}}}

For format, you can choose:

Description
SourceConvert your body message into HTML format
StyleHelps you to create professional-looking messages
NormalApply different Heading styles to the headings and subheadings in your messages
  • You can also pass the parameter in the Body section using {{}} curly braces.

Select Email Templates​

You can send the report in the preformatted and pre-written email templates to keep the consistency and standardized approach in an email. Read this doc to know how to use email templates.

Email Template

Preview

  • Before you send an email, click Preview to see how exactly your email will look like. And if you have any of the email parameters selected in a body, it will be returned with the test value in preview mode.

Step 4: Save & Test​

Click Save & Test to configure the email successfully

Step 6: Publish the Bolt​

Click Publish and give a meaningful name and description to the bolt.

Run the Bolt​

Once your Bolt gets created successfully, go to the Bolt Overview Page, click the Run button to send the email

Scheduling​

After successfully sinking data to the destination, you can click on the "Schedule" to run data continuously to a destination and repeat at a given time or interval.

Any Question? 🤓​

We are always an email away to help you resolve your queries. If you need any help, write to us at - 📧 support@boltic.io