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How to send an internal email through an automation

Send an email within your organisation during an automated flow.

Updated over 8 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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