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Example - Add an Email Task

You want to notify sales representatives about orders that have a high rate of return.

You decide to add an email task. You specify that the email message use HTML format. When you edit an HTML message, you can click a button that inserts a table. You list return values by order number in a table. Then you attach to the email message both the report that you saved previously , and the event list showing the event instances for which the agent performed its tasks.

Steps
  1. In the I want to area, click Add a task.

  2. Click Send an email.

  3. Click the source tab , and expand Sales (query).

  4. Expand Sales Staff.

  5. Click Email and drag it to the To: box.

  6. In the Subject box, type

    Urgent: Please contact customer

  7. In the Body box, type:

    Please contact your customer about the following returned order(s), and determine how to prevent it from happening again

  8. Add a table to the Body message:

  9. Type the column headings in the first row:

  10. Select the heading row, and click the bold button .

  11. Enter data items in the second row:

  12. In the Body box, after the table, type

    Thanks, the GO Sales Customer Loyalty Team

  13. Click Attach, and click Attach the event output.

  14. Click Attach, and click Attach the report Customer Contact.

  15. Save the agent.

The next step in the creating an agent tutorial is to change the task execution rules for the email task.