Attaching Transactions to an Email

Use the Include Transaction option under the Attachment property to attach the details of a transaction record. This option is available in workflows with any Transaction as the base record type.

For example, you can create a workflow that automatically sends an email when an order is placed in the web store. By selecting the Include Transaction option, the order's transaction details are attached to the email.

To include a transaction with the Send Email action:

1. Create a Send Email action.

2. Fill the required fields from the Basic Information section.

3. Fill the required Send Email action parameters. For more information, see Send Email Action Parameters

4. In the Attachment parameter, select the Include Transaction option.

5. Fill the Include Transaction options. For more information, see Send Campaign Email Action Parameters

Related Topics

• Send Email Action
• Using Internal IDs
• Attaching Files to an Email
• Attaching Statements to an Email

General Notices