Emailing a visual
CDP Data Visualization enables you to share visuals through email.
To use email, complete these prerequisites to configure the system:
- Find the visual you want to e-mail. Then open the visual in Edit mode.
In the top menu, click the (supplemental) menu, and select
The Email Visualwindow modal appears. It has three
- 1. Email now
- 2. Schedule Email
- 3. Email based on threshold
Choose one of the options for sending e-mail. See instructions for them in the
- Immediate email
- Schedule-based email
- Threshold-based email
- Optional: After creating emails, you can monitor them in the Jobs interface, review their details, rerun, cancel, and so on. See Managing jobs.
A sample email may look like this: