How to use Email Action in omniscript.(Vlocity)

In this post we will learn how to use Email Action in omniscript,and how to send email through omniscript.

Email Action :-Email Action in omniscript is used to send Email .

                   omniscript Email Action uses the Salesforce Email API to send an email.

                 let us take an example to explain it.

Example:- Here we  create an omniscript  and make it like that when we extract or edit it will send an email to the user .

Step :- 1  Create an omniscript and Drag a text field ,also extract dataraptor , and an Email Action in it.

                 Create a dataraptor and open it.

                 Paste the Dragged Field Name in the dataraptor’s data source , it will send to the dataraptor search the record .

Text to Dr

Step:–2   Open the dataraptor and map all the fields what we want .

                  Here we get data from opportunity.

               ” Opportu:CreatedBy.Email” it will get the user Email ,so we send Email to the user.  

 

Email Action

Step :–  3   Map the email Field in omniscript .

                     In the “To Email Address List” fill the node where the Email is coming in omniscript.

                     In %% Sign we access the Email” %CreatedbyEmail%“.

Email Action

        Email Address where to send filled above and the Subject and Body of the Email we can fill what we want to send .

        Here in Email body we use “%CreatedbyName%” it recieve the user name from dataraptor .

Email Action

Step :- 4   Activate the omniscript and preview it .

                    It will send the Email to the user .

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