Use The Send Email Action Node In Workflows

The Send Email action node sends an email to a contact when they reach this node in a workflow.

About this task

This node can be used to send marketing, transactional, or subscription confirmation emails. When the Send Email node is triggered, the specified email is sent to the contacts who meet the workflow criteria. After the email is sent, each contact is added to the Processed Contacts metric. The Processed Contacts metric represents how many contacts were on this node that resulted in an email delivery being triggered. It does not reflect if the delivery was successful.

Send Email Action Node
If:
  • Your workflow includes a trigger node related to the Cart Recovery app (Cart Is Abandoned, Order Is Added, Order Is Shipped) the Send Email action node indicates if the cartID and/or orderID fields are provided to the message when it is sent. If the Cart Recovery app trigger nodes are not used in the workflow, or are not providing fields to the email, the Send Email node indicates that no fields, or none, are provided to the message.
  • You have enabled Campaigns, you can set a campaign at the Send Email node level. Setting a campaign here will add any deliveries sent from this node to the campaign. Because a delivery can only belong to a single campaign, this will prevent these deliveries from being added to the default campaign you set for the workflow.
CAUTION:
If a workflow results in an email being sent, that email cannot be used to trigger another workflow. This limitation is meant to prevent a workflow from entering a loop where it can never be completed.

To use the Send Email action node:

Procedure

  1. Create a new workflow or edit an existing workflow.
    To create a new workflow, go to Automation > Workflows and click Create New Workflow.
    Note: If you created a new workflow, make sure you name it by clicking the pencil icon above the Node Palette.
  2. Drag the Send Email node on to the workflow canvas.
  3. Click the following text in the Send Email action node: marketing.
  4. From the pull-down menu choose either marketing, transactional, or subscription confirmation.

    A transactional email facilitates an agreed-upon transaction, or updates a customer in an existing business relationship. For more information see Transactional Emails. A message must be approved for transactional sending in order for it to be used in a transactional delivery. For more information on getting an email approved for transactional sending, see Request Transactional Message Approval.

    A subscription confirmation email is sent to contacts after they confirm they want to receive marketing emails from you. Subscription confirmation messages must include a %%!confirm_url%% tag on both the HTML and text versions of the message. Clicking this link in a messsage counts as a double opt-in. Contacts who double opt-in tend to be more engaged and lead to more conversions from your marketing campaigns.

  5. Select an email message to send
    1. Click the following text in the Send Email action node: an email message.
    2. Click on the name of the email message you want to send.

      You can see a thumbnail preview of each message by hovering your pointer over the message name in the Pick A Message list.

      If you selected to send a transactional email, make sure the primary purpose of the email you select is transactional in both the subject line and body. For more information, see Is My Email Transactional?.

      Note: You will only be able to select messages that have been approved for sending. For more information on message approval, see Enable Message Approval Prior To Send.
    3. Click Select.

    After you select a message you can see a thumbnail preview of the message by hovering your pointer over the message name in the Send Email node text.

  6. Optional: If campaigns are enabled and you want to add deliveries from this node to a specific campaign:
    1. Click a campaign.
    2. Click on the name of the campaign you want to use.

      If you want to create a new campaign, click New Campaign, enter a name for the campaign in the Name box, elect a marketing campaign type from the Type list, enter a Description, and then click Save Changes.

    3. Click Select.
  7. Optional: If you wish to change the From Name and/or From Address:
    • To change the default From Name, click a name, provide a new from name, then click Done.
    • To change the default From Address, click email address, provide a new from email address, then click Done.

    The From Name and From Address will be auto-populated in the Send Email action node.

  8. Optional: Click the bold text on for Sender authentication if you wish to disable this feature.
  9. Optional: Click the bold text off for Reply Tracking and/or Frequency cap overrides if you wish to enable either of these features.
  10. Optional: If your email uses product data, you can map the delivery-specific products for sends from this workflow:
    1. Click Products.
    2. Select whether the this is a Product tag or a Recommendations tag from the Product Type list.
    3. If you selected
      • Product then enter the product ID in the Delivery Specific Product ID box.
      • Recommendations then select the recommendation from the Delivery Specific Product ID list.

        The Order number is automatically provided, but you can change this as desired. Order cannot target a specific recommendation, but can be used to ensure the highest rated recommendations are featured most prominently in message design. The lower the number, the higher on the recommendation list the product is.

    4. Repeat the previous steps as necessary until all of your defaults are mapped.
    5. Click Save.
  11. Add and any other relevant nodes to the workflow and configure them.
  12. Connect the nodes.
  13. Save the workflow.

    The workflow will not trigger an event until you activate it. To activate a workflow, click on the Inactive button to change the status to active.

    You can activate a workflow from the Workflow Builder page or the Workflows Overview table.

What to do next

To view the number of emails successfully delivered from a workflow, go to Automation > Workflows and click the report icon in the row for the workflow. The Delivered metric in the report displays how many emails were successfully delivered. For more information on viewing a report for a workflow, see .