Send Email node

This action enables an automated way of sending emails to customers in response to the circumstances preceeding this node.


  • 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. Read more about it here
  • Create an email template.

More details about the procedures listed above are available here.

Node configuration

  1. Click the pencil icon on the node.
  2. In the Sender details section, perform the following actions:
    1. In the From email address, from the dropdown list, select an email account from which the email is sent.
    2. In the From name, enter the name of the sender that is displayed in the inbox.
    3. In the Reply to email address, enter the email address to which the responses to the email are delivered.
    4. In the Reply to name, enter the name of the receiver of responses.
  3. In the Content section, click Define.
    1. In the Subject field, enter the subject of the email that is shown in the inbox.
    2. From the Template dropdown list, select the template of your email.
    3. Confirm by clicking Apply.
  4. In the UTM & URL parameters section:
    • To omit this step, click Skip step. Otherwise, you won’t be able to save the workflow with this empty section.
    • To add UTM parameters, click Define.
      1. Fill in the following fields: UTM campaign, UTM medium, UTM source, and UTM term.
      2. Confirm by clicking Apply.
  5. If you want to make sure that this message is sent to a customer, even it exceeds the global limit of this type of messages for a single customer per day (more information is available here), enable the Ignore limits toggle. You may apply it to system messages such as a transaction confirmation, notifications about order delays, and so on.

  6. If you want to add the custom event parameters with constant values to the automatically generated events in the email channel, in the Additional parameters section, click Define. The full instruction on this section is available at Creating email.
  7. 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.

  8. If

    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 profile card regardless of the configuration of this option.

  9. If you want to send this email regardless of the marketing consent, select the checkbox (not recommended).
  10. Confirm by clicking Apply.

Example of use

The purpose of the scenario is to control the number of vouchers granted to users who spend over 100$ in an online shop. If the number of vouchers is exceeded, future customers who spend more than 100$ get an email with information that the promotion has finished.

Example of use
Example of an automation process that uses the Send Email action
  1. The scenario starts with a Profile Event trigger in which a transaction amount is defined at over 100$.
  2. The Metric Filter contains a metric that counts the number of emails with a discount code. The critical value entered in the condition is 1000.
  3. When the customer makes a purchase:
    1. If the value defined in the condition is not exceeded, the customer follows the path in which the email with voucher code is sent.
    2. If the value defined in the condition is exceeded, the customer receives an email with information that the voucher pool just run out.
  4. When an email is sent, the process is completed.

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