Send Email Action

Using the Send Email Action

Updated over a week ago

The Send Email action will send an email based on the parameters you set.

Emails sent from Method will show up in View Sent Emails in your account.

NOTE: To minimize the likelihood of recipients marking messages as spam, please see our article "Email Marketing Best Practices".


Sender & Recipient Details


Sender's Email Address

The "From" field.

Sender's Name

The "From" name.

Contact Record ID

Associate a contact to this email (not fully implemented yet).

Recipient Email Address

The "To" field.

Include CC and BCC

Checkboxes to reveal "Carbon Copy" and "Blind Carbon Copy" fields.

Batch Name

Categorize the email with a given name (not fully implemented yet).

If you check the CC and BCC options, a few more fields come up.


CC's email address

Add in CC emails separated by a comma.

BCC's email address

Add in BCC emails separated by a comma.

Compose Email and Include Attachments



The text for the subject.


The text for the body of the email.

Email Type

To support easier opt-out of marketing emails for your customers, classify the type of email since security compliance requirements differ for these types of communications:

  • Marketing: This includes promotions, newsletters, discounts, etc.

  • Transactional: This includes sales transactions, payment notifications, reminders, etc.

NOTE: Emails of type Marketing, behave differently when sending to multiple recipients. Instead of sending one email with 50 recipients listed in the "To" field, the recipients are divided into 50 separate emails, each with one recipient listed in the "To" field. (Transactional emails behave normally: they will not send multiple emails).

โŠ• Add an attachment

Add an attachment to the email. When clicked, fields will show to specify which attachments you want to add.

You can add more than one attachment.

Advanced Email Server Settings

Under Advanced Email Server Settings, the Specify email server settings is unchecked by default. When checked, instead of using the default email server to send out the email, you can specify an alternate server.



Email server to use.


User to authenticate with on the email server.


Password to authenticate with on the email server.


Port to use (may be specific for each provider).

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