Send Email

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📧 What is the “Send Email” Workflow Action?

The “Send Email” action in your automation workflow allows you to send personalized, automated emails to your contacts at the right time. It’s a powerful tool for marketing, customer service, and follow-up processes — ensuring that your messages are timely, relevant, and hands-free.

Whether it’s confirming bookings, promoting offers, or sending status updates, the “Send Email” action streamlines your communication workflow.

⭐ Key Benefits of Using the “Send Email” Action

1. Timely Communication Automate email delivery, so contacts receive messages exactly when they should — no manual effort needed.

2. Personalization Use dynamic fields like {{contact.first_name}}, appointment times, or purchase history to make emails more engaging.

3. Improved Customer Experience Automatically send confirmations, reminders, or follow-ups to reduce miscommunication and improve satisfaction.

4. Time-Saving Set up once, and let the automation do the rest — keeping your outreach consistent and scalable.

5. Flexibility Use custom templates, attach files, and tweak content to match any business use case.

🧭 Step-by-Step Process for Using the “Send Email” Workflow Action

1. Add the “Send Email” Action to Your Workflow

• Open the workflow editor
• Drag the “Send Email” action to the desired point (e.g., after a form submission or booking)

2. Configure the Action Name

• Give it a clear, descriptive name Example: “Booking Confirmation Email”

3. Fill in Sender Details

• From Name: e.g., My Company
• From Email: e.g., mycompany@email.com

4. Create the Subject Line

• Use a subject that reflects the email's purpose Example: “Thank You for Booking with Us!”

5. Choose or Create the Email Body

• Templates: Select an email template from the dropdown (optional). If no template is available, you can write a custom message in the Email Body field.

• Email Body: reate your email body here. Use custom values to personalize the message. For example:

Hi {{contact.first_name}}, Thank you for booking with us! Your appointment is scheduled for {{appointment.start_time}}.

6. Add Attachments (Optional)

• If necessary, you can attach files to the email, such as booking confirmations, product details, or invoices. Attachments can be included via URLs.

7. Test the Email

• Before finalizing, it’s a good idea to send a test email. Enter an email address in the Test Emails field and click Send Test Mail to ensure the content and formatting are correct.

8. Save and Activate the Action

• Once you’re satisfied with the configuration, click Save Action. The email will now be sent automatically when the workflow reaches this step.

9. Use CC/BCC Fields

• Click the cc or bcc buttons
• The fields will appear for you to add recipients as needed

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✅ Example: Sending a Booking Confirmation Email

Let’s walk through an example of using the “Send Email” action to send a booking confirmation email to customers who book an appointment.

🧭 Step-by-Step

1. Trigger: The workflow begins when a customer makes a booking

2. Action: Add the “Send Email” action to send a confirmation email to the customer

   • Action Name: Booking Confirmation Email
   • From Name: My Company
   • From Email: mycompany@email.com
   • Subject: Thank You for Booking with Us!
   • Email Body:

   ` Hi {{contact.first_name}},

   Thank you for booking with us! Your appointment is scheduled for {{appointment.start_time}} on {{appointment.only_start_date}}.

   We look forward to seeing you soon!`

3. Attach Files (Optional)

   • Add relevant documents (e.g., a PDF with appointment details)

4. Test the Email

   • Use the Test Email feature to check formatting and content

5. Save and Activate

   • Save the email action in your workflow, and it will automatically be sent when a booking is made.

📌 Points to Remember for Cc/Bcc

• You can add cc, bcc, or both in the Email action
• Cc/Bcc emails will not appear in Email Stats
• The Test Email feature does not work for Cc/Bcc fields
• Success/failure is based only on the main recipient (To Email), not Cc/Bcc
• You can add multiple cc/bcc addresses, separated by commas
• If one of the cc/bcc emails is invalid, it will be skipped — valid ones will still be sent
• Both fields are optional (non-mandatory)