Communication Workflow Actions

Modified on Thu, 17 Oct at 3:36 PM

Overview
The "Email" action in your automation workflow is designed to send emails to your contacts. This feature allows you to communicate with your contacts in a personalized and timely manner.

Action Name
Send Email

Action Description
The "Send Email" action sends an email to a contact within your workflow. You can customize the email's content, subject line, sender details, and even include attachments to ensure your message is effective and personalized.

Action Details
The details for configuring the "Email" action are as follows:

Value Name	Description	Mandatory
Action Name	The name you assign to this action for easy identification in your workflow.	Yes
From Name	The name that appears in the sender field of the email.	Yes
From Email	The email address from which the email is sent.	Yes
Subject	The subject line of the email.	Yes
Templates	The email template used to format the email's content.	No
Email Body	The main content of the email, which can include personalized fields and dynamic content.	Yes
Add Attachment	Option to attach files to the email.	No
Test Emails	Field to input email addresses for sending test emails before finalizing the action.	No

Example: Sending a Booking Confirmation Email
Scenario: Your business wants to send a confirmation email to customers who book an appointment, providing them with the details of their booking.

Solution using the "Email" action:

Email Action Example

Trigger: The workflow starts when a new booking is made.

Action 1: Email action to send a booking confirmation email.

Steps to Implement:

Add the Email action to your workflow after the booking trigger.
Set the Action Name to "Booking Confirmation Email".
Fill in the From Name with your company name, e.g., "My Company".
Fill in the From Email with your company email address, e.g., "[email protected]".
Set the Subject to "Thank you for booking with us!".
Choose an appropriate email template from the Templates dropdown, if available.
Customize the Email Body with personalized content, using dynamic fields to include details like the contact's first name and booking information:
Hi {{contact.first_name}},
Thank you for booking with us! Here are your details:
Appointment Time: {{appointment.start_time}}
Appointment Date: {{appointment.only_start_date}}
Thanks!
Optionally, add an attachment if there are any relevant documents or files to include.
Before finalizing, you can send a test email by entering an email address in the Test Emails field and clicking "Send Test Mail".
Once satisfied with the configuration, click "Save Action" to activate the email in your workflow.

By setting up this "Email" action, you ensure that customers receive timely and personalized confirmation emails, enhancing their experience and providing them with important booking details.