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.

https://lh4.googleusercontent.com/8bjUhfIQXwFAN_bsaWI24DNGo-NprsxH5iiyn8VZTOncYhv-DZbI9rBKq6S58KmrNPNI2j3OeVLkGI6Uj04XsS20KV1kTgTY_AnoZ0zq8LN5DDIR9qKjjY5_Is-_YaSE4-CP9De6OLSjlr8oZvS0yGclh4.googleusercontent.com

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.

https://lh6.googleusercontent.com/bduxnIdABVVG3CCT9esBiZqwJk3JHg2fnj2eNUJmW75BlMjC8kZ5aVMHA6v43XS4Tqo2P3jgAoYooqZs0E8Z5vMqFkILOsNgNmrtUnyp70eof1QFposEl6mb90NsYIfFjDpWj9yq-yB0JEjvkLgnXtolh6.googleusercontent.com

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