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Create an email action

Lisa Wong
Updated

After certain conditions are met, send an automated email for a closed-loop customer experience.

Create a rule

  1. Click Create An Action to add an action to occur when the condition is met.
  2. In the Action Type list, select Send Email.
  3. In the Recipients field, enter the email address to include, or click the Insert Variable button to add a data source variable or an organizational hierarchy variable.
  4. In the Cc field, enter the email address to include, or click the Insert Variable button to add a data source variable or an organizational hierarchy variable.
  5. In the Bcc field, enter the email address to include, or click the Insert Variable button to add a data source variable or an organizational hierarchy variable.
  6. In the Subject field, type a subject line.
  7. Optional: Add content to the email Body field.
    The email body can be formatted using the options on the email editor toolbar.
    Option Description

    Block Type

    		Apply header types, code, or blockquotes.

    Bold
    Italic

    		 Apply bold or italic formatting to the selected text.

    Unordered
    Ordered

    		 Format the text using bulleted or numbered lists.

    Indent
    Outdent

    		 Indent or outdent a paragraph.

    Link

    		Insert a link or turn the selected text into a link.
    1. Click the Link button.
    2. In the Link Title field, type in a name to display the link.
    3. In the Link Target field, enter in the website URL.
    4. Select Open link in new window.
    5. Click Add.

    Unlink

    		Remove a link. Place the cursor in the link, and click Unlink.

    Undo
    Redo

    		 Undo your last change or redo the previous action.

    Image

    		Insert an image in an email.
    1. Click Image.
    2. In the File Upload dialog, click to upload or drop the file into the box.
    3. Optional: In the Height textbox, resize to a custom height.
    4. Optional: In the Width textbox, resize to a custom width.
    5. Click Add.
    Note:
    • Image sizes are in pixels.
    • The maximum file size is 5 MB.
    • Supported formats are BMP, FIF, GIF, ICO, IEF, JPG, JPEG, PICT, PNG, RAS, RGB, XBM,XPM, or XWD.
    • Image file names cannot contain special characters (#, @, !, %, $, *, &).

    After uploading the image, hover over the image to see the following options:

    • L: Indent the image to the left.
    • C: Center the image.
    • R: Indent the image to the right.

    To delete the image, select completely highlight the image from the top of the image to the bottom and press Backspace.

    Insert Variable

    		Pipe in data from activities, profile variables, integrations, and organizational hierarchies with a data source variable or an organizational hierarchy variable.
  8. Click Save.
  9. When you are ready to enable the rule, click Draft > Enable Now.
  10. Optional: To disable an enabled rule, click Enabled > Disabled.
Parent topic: Rules engine
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