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How to send an internal email through an automation

Send an email within your organisation during an automated flow.

Written by Koen

How to Send an Internal Email Using Automation

  1. Access Automations:

    • Click on Automation in the top navigation bar to access your automations.

  2. Create New Automation:

    • Click on ‘New automation’ and select a trigger from the list of available options that best fits your intended workflow. Note that only specific triggers supported by the system can be chosen.

  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:

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

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