Skip to content

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.

create a rule for leads - Send Email action

Defining Send Email as an action:

  1. In the Automations page, click on the button of Leads or Customers column to create a rule.defining send Email as an action - send email action
  2. Set a condition.
  3. Click Set an Action, select Send Email action, then click on Create Email.defining send Email as an action - create Email - send email action
  4. 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.
  5. You’ll be taken to the Email Builder environment to customize your email however you like.defining send Email as an action - customizing Email template - send email action
  6. Customize the email template (Learn more), then click on the Save & Exit button.
  7. 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.