Send Email Action

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.

Action Name 

Rename the workflow action to enhance communication and collaboration among team members by using consistent and descriptive naming conventions that indicate the function or purpose of the 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.

📌 NOTE: If the 'From Name' and 'From Email' fields are empty, then the Email will be sent using the Default Values

Additional Recipients

You can CC or BCC additional recipients by clicking their respective icons.

This will open a field for you to add their email or select a custom value to fill it for you, this email will not be reflected in the Email Stats.

Subject

Type the subject of the email in this field. You can also click on the tag icon to use the custom values.

Template

Select an email template from the dropdown menu or search one by name with the search bar in the Templates field.​

Email templates can be edited from within the workflow action by hovering over the preview of the email template and selecting “Edit”.

From the email template workflow editor, make the necessary adjustments to the template such as editing the text, or dragging and dropping additional elements. Save the changes to the email template by selecting “Save” to update the existing template, or save the changes as a new email template by clicking on the “Save as new Template” button.

• Save as New Template: By using this feature, you can keep the existing email template intact while also creating a new template with a different name for easy identification.
• Save: Your original templates stay unchanged as you explore different adjustments.

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.

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 Add attachment button and select the file or image you’d like to add.

Test Emails

Enter an 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.

Email Delivery Statistics

Once your workflow is live and you’ve had customers run through, you’ll be able to access the email delivery statistics. The Email Delivery Statistics provides metrics on sent emails, including the number and details of emails delivered, opened, clicked, replied, bounced, accepted, stored, and rejected by contacts. Additionally, it reveals the number of contacts that have complained/reported the email.

1. Delivered: Shows the numbers and details of emails delivered to the contacts under this workflow.
2. Opened: Shows the numbers and details of contacts that opened the mail under this workflow.
3. Clicked: Shows the number and details of contacts that clicked on the mail.
4. Replied: Shows the numbers and details of contacts that replied to the mail within this workflow.
5. Bounced: You can see the numbers and details of emails that got bounced.
6. Accepted: Here, you will see the number of accepted emails.
7. Stored: You can see the number of stored emails here.
8. Rejected: This shows the number of emails that were rejected by the contact.
9. Complained: Here you will see the number of contacts that complained/reported the email.

Select the “View All Statistics” button to load the accepted, stored, rejected, and complained statistics.

The Send Email workflow action is a great feature designed to streamline your communication processes. Automating email delivery based on specific triggers ensures timely and efficient follow-ups while reducing manual effort. Whether you use customized templates or craft messages directly within the action. With detailed delivery statistics, you can monitor performance and optimize your email campaigns.