Send Email

Owned by Matthew Miao
Last updated: Aug 15, 2024
2 min read

Here's a step-by-step guide on how to use the "Send Email" action within the flow builder.

Steps to Send Email:

  1. Accessing the Send Email Action:

    • In the flow builder, right-click to open the action menu.

    • Select the "Send Email" action from the list.

  1. Configuring the Send Email Node:

    • Email Profile: Select the email profile you will use to send the email. This is the sender's email address.

  • Send To: Enter the receiver's email address.

  • Email Template: If you have a predefined email template, select it here to quickly apply a consistent format and style.

  • Email Subject (Required): Enter the subject line of your email. This is the first thing your recipient will see. This is mandatory.

  • Preheader: Add a summary text that follows the subject line when an email is viewed in the inbox.

  1. Customizing the Email Content:

    • Heading: Add a heading to your email to grab attention.

    • Text: Write the main body text of your email.

    • Images: Include any pictures that you want to embed within the email.

    • Button: Add call-to-action buttons to guide the recipient to take specific actions, such as visiting a website or downloading a resource.

    • Attachments: Attach any necessary files to the email.

  1. Unsubscribe Text Toggle:

    • You can toggle the unsubscribe text option to include an unsubscribe link in your email, ensuring compliance with email marketing regulations and giving recipients an easy way to opt out of future emails.