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Send Email Action
Utilize this action to send emails triggered by certain events to cut down on day-to-day manual actions.
Send Email
Workflow - External Communication Action: This action sends an email to the contact.
The Send Email workflow action will enable you to send an outbound email to a contact when your workflow is triggered. Utilize this action when a form or survey is submitted to quickly follow-up with a client, or send emails triggered by certain events to cut down on day-to-day manual actions.
To get started, click on the + icon to add a workflow action, and select Send Email.
Email Action
The Edit Action allows users to input the name of the sender in the From Name field, or click on the tag icon to use custom values.
Edit Action
From Name
In the From Name field, you should enter the sender's name. You can also click on the tag icon to use the custom values.
From Email
In the From Email field, you should enter the sender's email. You can also click on the tag icon to use the custom values.
Subject
Type the subject of the email in this field.
Template
Select an email template from the dropdown menu or search one by name with the search bar in Template.
Message
If you are not using an email template, you can type the body of the message in the message box. You have a variety of text edit options available to customize your email including typography, alignment, bullet points, and adding images.
Custom Values
You can use custom values to input user or contact info as well as add trigger links to your email using the corresponding dropdowns in the message box to customize your email.
Add Attachments
If you would like to add attachments to your email such as files or images, click on the green Add attachment button and select the file or image you’d like to add.
Test Emails
The composed email can be tested here by inputting a demo email address here if you are satisfied with the demo mail sent, you can then send it out to your contacts.
Send Test Mail
Type in a demo email address in the Test Emails field and click on Send Test Email. Once you are satisfied with the demo email, you’ll be ready to send it out to your contacts.
Send Email Action
Utilize this action to send emails triggered by certain events to cut down on day-to-day manual actions.
Send Email
Workflow - External Communication Action: This action sends an email to the contact.
The Send Email workflow action will enable you to send an outbound email to a contact when your workflow is triggered. Utilize this action when a form or survey is submitted to quickly follow-up with a client, or send emails triggered by certain events to cut down on day-to-day manual actions.
To get started, click on the + icon to add a workflow action, and select Send Email.
Email Action
The Edit Action allows users to input the name of the sender in the From Name field, or click on the tag icon to use custom values.
Edit Action
From Name
In the From Name field, you should enter the sender's name. You can also click on the tag icon to use the custom values.
From Email
In the From Email field, you should enter the sender's email. You can also click on the tag icon to use the custom values.
Subject
Type the subject of the email in this field.
Template
Select an email template from the dropdown menu or search one by name with the search bar in Template.
Message
If you are not using an email template, you can type the body of the message in the message box. You have a variety of text edit options available to customize your email including typography, alignment, bullet points, and adding images.
Custom Values
You can use custom values to input user or contact info as well as add trigger links to your email using the corresponding dropdowns in the message box to customize your email.
Add Attachments
If you would like to add attachments to your email such as files or images, click on the green Add attachment button and select the file or image you’d like to add.
Test Emails
The composed email can be tested here by inputting a demo email address here if you are satisfied with the demo mail sent, you can then send it out to your contacts.
Send Test Mail
Type in a demo email address in the Test Emails field and click on Send Test Email. Once you are satisfied with the demo email, you’ll be ready to send it out to your contacts.