Workflow Action: Send Email

In this article, you will learn more about the Send Email action. 

This action will allow you to send followup emails with your leads. 

What you will need: 

• A workflow 

Part 1: Adding the Send Email action

• Click on the “Add your first action” button and select the first action “Send Email”.

• The Send Email action settings will show up. Edit this as needed. 

Note: if you need to add a trigger to this workflow, do that first. If you will be manually adding your leads to this workflow then a trigger will be unnecessary.

• Once you have all the fields filled out, click on Save Action.

Note: If you want to send additional follow-up emails, it is suggested that you add a Wait step in between the Send Email action steps to give time between emails. You can add minutes, hours, or days. 

• Once your workflow is ready, place it on Publish mode, and save.