External communications - How to use send email

External Communication Action: This action is used to send an email to the associated contact.

1. Click "Marketing"

2. Click "workflows"

3. Click "Create Workflow"

4. Click "Continue"

5. Click "Add your first action"

6. Select "Send email"

The Email Action allows you to send emails to contacts within the workflow you are creating.

7. Input "From Name"

Enter the sender's name in this field. You can also use custom values by clicking on the tag icon.

8. Input "From Email"

Input the sender's email address here.

9. Input "Subject"

Type the subject of the email in this field.

10. Select "Template"

Select an email template by clicking here. Learn how to create an email template.

11. Input "Message"

Enter the body of the email in this field.

12. Click "Add attachments"

Click this button to attach files and images to the email.

13. Input "Test emails"

Use the "Send Test Mail" section to test the composed email by providing a demo email address. If satisfied, you can proceed to send it to your contacts.

14. Click "Save"

15. Email Delivery Statistics

This shows the statistics of all the sent emails

Delivered

Displays the number and details of emails delivered to contacts in this workflow.

Opened

Shows the number and details of contacts who opened the email.

Clicked

Indicates the number and details of contacts who clicked on the email.

Replied

Shows the number and details of contacts who replied to the email in this workflow.

Bounced

Lists the number and details of bounced emails.

Accepted

Displays the number of accepted emails.

Stored

Shows the number of stored emails.

Rejected

Shows the number of stored emails.

Complained

Displays the number of contacts who reported or complained about the email.