Send Email
Use the Send Email action to trigger an email to be sent based on the results of the workflow.
Note
An SMTP server must be correctly configured for this action to work properly.
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Field | Description |
|---|---|
Name | Name the Send Email action. |
Description | Provide an optional description. |
Previous Action | This is a read-only reference field that displays which action will happen immediately before this one in the workflow. |
Next Action | Choose the action to perform next after the Send Email action has been completed. |
From Address | Enter the email address that the email should appear to be sent from. This email address will be able to receive replies to the emails sent by Connect. |
To Address | Enter the email address that the email should be sent to. Workflow expressions may be used in this field. |
CC Address | Enter any email addresses that need to be carbon copied on this transaction. Workflow expressions may be used in this field. |
BCC Address | Enter any email addresses that need to be blind copied on this transaction. Workflow expressions may be used in this field. |
Email Subject | Enter a descriptive but short subject for the email message. Workflow expressions may be used in this field. |
Email Message | Enter the body of the email. Workflow expressions may be used in this field. NoteHTML editing is not available in this field, so manual formatting must be done with plain text only. |