Workflows: Adding a Send Email Block

The Send Email block allows you to send an email to a contact’s email address.

This block is used to send a notification to the contact enrolled in the workflow via email. Refer to Adding a Send Internal Email Block to notify someone internally (within your team).

To use this block, you will need to have navigated to a workflow design tab. Refer to Designing a Workflow to do so from Automation. Refer to Campaign and Phone guides for other workflows.

1. Place a Send Email block in your workflow where desired

2. Click Choose an email

3. Select an existing email from the list

4. Alternatively, click Add New to create a new email (this list will automatically be chosen)

   • Enter a title

   • Choose a template

   • Choose a sender

   • Enter the email address customers will write to if they choose to reply to their confirmation email

   • Enter a subject

   • Click Save

5. Click Done

6. In the workflow, you can now click show more to display the email content