Automation Actions - Send Email
Summary:
In this article, you’ll learn how to use the Send Email action in Growmatik.
You can set Send Email as an action which means that an email will be sent to a user when the condition of the rule is met.
Defining Send Email as an action:
- In the Automations page, click on the
button of Leads or Customers column to create a rule.
- Set a condition.
- Click Set an Action, select Send Email action, then click on Create Email.
- A new dialogue will open that includes all the readymade email templates that are available for different purposes. Explore the templates in different categories by clicking on them to see a preview. Then, select a template, give it a name and click on the Customize button.
- You’ll be taken to the Email Builder environment to customize your email however you like.
- Customize the email template (Learn more), then click on the Save & Exit button.
- You’ll see the rule creation dialog where the condition and the action are set. Click on the Create Rule button to add the email rule.
Note: If the option of Activate rule immediately after creation is checked, the targeted users will receive the email shortly. Learn more about active/inactive rules.
Note: Users who are not in the column with the email rule, will receive the email once they convert to that column’s user type. For example, consider you have set a rule for all leads to receive an email. The future Guests who register on your website and convert to a Lead will receive the email after registration as expected. Learn more about different user types and automations.