Okta Workflows supports both text-based and HTML-based email bodies being constructed using the Compose card. Administrators can format emails by selecting the appropriate body type and utilizing HTML templates for advanced formatting requirements. Useful for when Administrators need to format an email body used in Okta Workflows to send dynamic, customized messages from a workflow.

• Okta Identity Engine (OIE)
• Okta Classic Engine
• Okta Workflows

How to format an HTML email body in 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 beyond simple text, but it can work well 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.

What are the best practices for formatting emails?

Implement these best practices when formatting emails in Okta Workflows to ensure proper template creation and card configuration.

• Create the HTML template for the email outside Okta Workflows first, and then copy and paste sections into Okta Workflows as needed.
• Save a copy of the HTML before editing.
• Ensure the Send Email card always has the correct option selected (Text or HTML) to achieve the desired effect.

Related References

The following references include examples of formatting and sending emails in Okta Workflows:

• How to Send HTML Email with Gmail and Office 365 Email in Workflows
• Send an HTML Email With Data From a Table in Workflows
• Send an Email with an Image in Workflows
• How to Send an Email with an Attachment from Workflows