- Okta Workflows
Send Email actions in Okta Workflows can accept text-based or HTML-based bodies. For either of these, use the Compose card to generate the email body.
If sending a simple, short message, the best option will most likely be text-based. The body cannot be customized with anything more than simple text, but it can work fine for many use cases.
If special formatting is needed (bolding, italics, font sizes, tables, etc), the best option will be HTML-based. When creating an HTML-based body, a Compose card will be needed, if not also Concatenate cards. This will allow typing out the HTML as well as drag and drop in the pieces of the email that will be dynamically generated based on information from the workflow.
Best practices for formatting emails
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Create the HTML template for the email outside Workflows first, then copy and paste sections into Workflows as needed.
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Save a copy of the HTML before editing.
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The final step is to ensure the Send Email card always has the correct option selected (Text vs. HTML). Otherwise, the desired effect will not be achieved.
