"Send Email" node

The Send Email node allows you to communicate with your customers through the email channel based on events and other conditions defined in a workflow.

The configuration of the workflow requires:

• selecting an email account from which the message will be sent,
• selecting an email template
• defining the subject of the email (which displays in the recipient’s inbox)

Optionally, you can attach static files (for example, terms and conditions, instructions, and so on) which do not contain dynamic elements (generated for an individual customer).

• Allowed formats: .PNG, .JPG, .PDF
• Allowed size of the file in the Send email node: 10MB
• Allowed size of attachments in a workflow: 20MB

Requirements

• Create an email account which you will use to send emails.
• 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. Optionally, you can attach a static file by dropping it in the Attachment section.
      This file will be sent with the email when a profile arrives at this node.
   4. 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 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.
6. 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.

7. 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.

8. 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.

1. The scenario starts with a Profile Event trigger in which the required transaction amount is more than $100.
2. The Metric Filter contains a metric that counts the number of emails with a discount code. The maximum value defined 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.