Adding an external Email in a Workflow

Learn how to add an external email to a workflow.

Updated: December 17, 2024

Add the Email Action to Your Workflow

1. Navigate to Automations in the menu pane to access the Workflows.
2. Click the name of the workflow you want to add the email action to.
3. Click the + button to select the email action.
4. In the search bar, type "send email" and select the Send Email action.
   
   

Configure the Email

1. In the From Name and From Email field, enter the name and email address that you want the email to be sent from.
2. In the Subject field, enter the subject of the email.
3. In the Body field, enter the body of the email.
4. You can also add custom values to the email by clicking the Custom Value dropdown button.
5. Click the Save Action button.

Your email action is now configured and will be sent when the workflow is triggered.

Here are some additional tips for sending emails in workflows:

• Use custom values to personalize your emails.
• Add links to your emails to make it easy for contacts to take action.
• Use templates to save time and ensure that your emails are consistent.
• Test your emails before you publish them to make sure they look correct and are sent to the correct contacts.