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Using the <<EmailResponseLink>> Shortcut

LAST UPDATED: JAN 8, 2025

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<<EmailResponseLink>> is shortcut used to embed a link within an email body to gather responses. Follow the steps below to create a result similar to the example shown in the image above.

  1. Add a Send Email utility command to the playbook editor.

    AddSendEmail.gif
  2. Fill in the necessary input parameter fields (email body skipped).

    Frame 1 (41)-20250107-222851.png
    1. Input the destination email addresses.

    2. Enter an email subject line.

    3. Select a reply mode (required).

    4. Input, in minutes, the reply due time.

Reply Mode Options

Require Reply: Requires a recipient to submit a reply before the task can proceed.

Require All Reply: Requires all recipients to submit a reply before the task can proceed.

Require Approval: Requires the recipient to approve or deny a request before the task can proceed.

Require All Approval: Requires that all recipients must approve or deny a request before the task can proceed.

First to Approve/Reject: Allows the command task to proceed as soon as the first response, either an approval or a rejection, is submitted.

READER NOTE

For more information on input parameters of the Send Email command, click here.

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  1. Click on the button to render the Edit Data Formatter popup.

  2. Input the following HTML code:

    HTML
    <!DOCTYPE html>
    <html>
      <body>
        <p>Hi,</p>
    
        <p>Please take the required action by clicking the link below:</p>
    
        <a 
          href="<<EmailResponseLink>>" 
          style="
            display: inline-block;
            padding: 12px 24px;
            background: #0f0c29 !important; 
            background: -webkit-linear-gradient(to right, #24243e, #302b63, #0f0c29) !important; 
            background: linear-gradient(to right, #24243e, #302b63, #0f0c29) !important; 
            color: #ffffff !important;
            text-decoration: none;
            border-radius: 10px;
            font-weight: bold;
            text-align: center;
            font-family: Arial, sans-serif;
            font-size: 16px;
            box-shadow: 0px 4px 6px rgba(0, 0, 0, 0.2);
            transition: all 0.3s ease;
          "
        >
          CLICK HERE TO RESPOND
        </a>
    
        <p>If the button above does not function, please use the following link:</p>
        
        <p>
          <a data-link="<<EmailResponseLink>>" href="<<EmailResponseLink>>"><<EmailResponseLink>></a>
        </p>
    
        <p>
          Regards,<br />
          [Your Team/Organization Name]
        </p>
      </body>
    </html>

READER NOTE

Customize the styling as required.

  1. Click on the Save button.

  2. Ensure that the Auto Run option in enabled.

  3. Click on the button.

    Frame 7 (40)-20250108-000947.png
  4. Test run the playbook.

    1. Click on the Test Playbook button.

      Frame 8 (38)-20250108-001140.png
    2. Click on the Run Test button.

      Frame 9 (42)-20250108-001953.png
  5. Instruct the respondent to:

    1. Click on the call-to-action button provided in the email.

      Frame 14 (38)-20250109-034840.png
    2. Write a reply, then click on the Reply button.

      Frame 12 (34)-20250109-034055.png
    3. Ensure that a confirmation banner renders.

      Frame 13 (36)-20250109-034357.png

      This will trigger the Send Email playbook task to complete.

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Before recipient replies

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After recipient replies

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