Email Alert node

This action allows you to send a notification to groups of users in response to specific circumstances specified in the workflow.


  • Add an email account which you use to send email alerts (and emails in general).
  • Define an email provider. You can use your own SMTP server or use our default providers.
  • To make sure your email is delivered to appropriate folder in a mailbox, add a record to SPF, DKIM and DMARC.
  • Create an alert email template.

More details about the procedures listed above are available here.

Node configuration

  1. Click the pencil icon.
    Result: A pop-up opens.
  2. In the Content section, select an email template and type in the subject of an email which will be displayed in the mailbox.
  3. In the Recipient section, you can:
    • Create a list of recipients of the alert email:
      1. In the New list tab, click Add email.
      2. Type in the email address of the recipient.
      3. If needed, add more email addresses the same way.
      4. Optionally, confirm the list by clicking Save list. This way you can use this list in the future.
        Result: A pop-up opens.
      5. In the List name field, enter the name of the list.
      6. Confirm by clicking Apply.
    • Choose existing list:
      1. Go to the Saved lists tab.
      2. Select one or more lists of recipients.
  4. To

    impose a limit on the action, switch the Action limit toggle. Enter a number and from the dropdown list, select the time unit. You can define how many times this action can be executed for the whole automation process (workflow), or you can define how many times per second/minute/hour/day/week/month can be executed.

  5. If

    you want to monitor the entries into this step, switch the Track datapoints toggle on. As a result, events related to the movement between nodes (automation.clientPathStep) will be available in the Analytics module to use. These events (automation.clientPathStep, automation.clientEndStep, automation.startPath) are displayed on the activity list on the client card regardless of the configuration of this option.

  6. Confirm the action setting by clicking Apply.

Example of use

Example of use
Example of an automation process that uses the Email Alert action

This example presents an automated scenario triggered by a lead form submission on a specific URL. Remember that you can supplement the email template with parameters available in customer profiles (unavailable on the form). It can be a set of recently viewed products, the number of transactions, or attributes defining customer’s preferences.

  1. In the settings of Client Event Trigger, select a form submission event. In its settings define the URL of the form.
  2. Add a Email Alert action node. In its settings define the recipients and the template of the alert.
  3. When emails are sent to the recipients, the scenario finishes.

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