Emailing a visual

CDP Data Visualization enables you to share visuals through emails.

Please review the necessary prerequisites in the discussion on Emailing.

The following steps describe how to send emails of CDP Data Visualization visuals.

  1. Find the visual you want to e-mail. Then open the visual in Edit mode.
  2. In the top menu, click the (supplemental) menu, and select the Email option.
    In the supplemental menu, select email
  3. The Email Visualwindow modal appears. It has three primary options:
    • Email now
    • Schedule Email
    • Email based on threshold
  4. Choose one of the options for sending e-mail; see instructions for them in the following topics:
    • Immediate email
    • Schedule-based email
    • Threshold-based email
  5. After creating emails, you can monitor them in the Jobs interface, review their details, rerun, cancel, and so on. See Managing jobs.
  6. A sample email may appear something like this:
    example email