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How to send an internal email through an automation
How to send an internal email through an automation

Send an email within your organisation during an automated flow.

Lars Gielen avatar
Written by Lars Gielen
Updated over 3 months ago

How to Send an Internal Email Using Automation

  1. Access Automations:

    • Click on the nine dots in the top right corner and choose ‘Automations’ from the dropdown menu.

  2. Create New Automation:

    • Click on ‘New automation’ and select an appropriate trigger for your automation. You can refine the start of the flow by adding filters to the trigger.

  3. Add Action:

    • Click the plus sign to add an action in the automation sequence. Scroll down and choose ‘Internal email’.

  4. Configure Email Details:

    • In the ‘Recipients’ field, specify who should receive the internal email.

    • Enter the desired ‘Subject’ for the email.

  5. Compose Email Content:

    • Use the ‘Content’ box to compose the body of the email. You can include dynamic data tags like a contact's first name, email, or credit balance to personalize the message.

  6. Review and Activate:

    • Navigate to the top of the automation edit page and click on ‘Review’ to review the entire automation setup.

    • Finally, activate the automation by clicking the ‘Activate’ button at the bottom of the page.

Or check out a video here!

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