Question

A customer is collecting data from a Smart Capture form that stores submissions in a data extension. The customer wants an email sent to the marketing manager each morning that contains the previous day's submissions as a CSV attachment. Assuming that the customer has the attachments feature enabled.

Which automation workflow will accomplish this?

A. Triggered Automation: Data Extract > SQL Query > Transfer File > Send Email

B. Scheduled Automation: Data Extract > SQL Query > Transfer File > Send Email

C. Triggered Automation: SQL Query > Data Extract > Transfer File > Send Email

D. Scheduled Automation: SQL Query > Data Extract > Transfer File > Send Email

Answer 1

The correct automation workflow to accomplish this task is Scheduled Automation: SQL Query > Data Extract > Transfer File > Send Email. This workflow involves creating a SQL Query to retrieve the previous day's submissions, performing a Data Extract, transferring the file, and sending an email with the attachment.

Step-by-step explanation:

The correct automation workflow to accomplish the given task is Scheduled Automation: SQL Query > Data Extract > Transfer File > Send Email. This workflow involves the following steps:

1. Create a SQL Query to retrieve the previous day's submissions from the data extension.
2. Perform a Data Extract to extract the query results into a file format that can be attached to an email (such as a CSV file).
3. Use the Transfer File activity to transfer the extracted file to a designated location.
4. Finally, use the Send Email activity to send an email to the marketing manager, including the extracted file as an attachment.

This workflow can be scheduled to run each morning, ensuring that the marketing manager receives the previous day's submissions as a CSV attachment in their email. By following this automation workflow, the customer can streamline the process of collecting and sharing data from the Smart Capture form.