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Send an email from Tableau

November 5th, 2015 No comments

Using URL actions it’s relatively simple to send an email (assuming you’re using a client such as Outlook) directly from a Tableau workbook or the Tableau server. Set up the Tableau URL Action to be run on Menu, so it can be made clear to any user they’re making a conscious decision to send the email.

In the URL field enter:

mailto:[Email Address]?subject=Your Email Subject&body=Your message text

Mailto Tableau URL action

Wikipedia has more detail on the syntax of mailto