Email Actions

The most important feature or work of an Email Marketing Application is to send emails to the users. FluentCRM is an extended EMA that also maintains a relationship between the user and the marketer through automation along with dedicated Email Campaigns and Email Sequences.

In this documentation, we will be learning about Email Actions that are available in the FluentCRM to be used in the automation for automated Sending Custom Emails, Setting Sequence Emails, Canceling Sequence Emails, and Sending Campaign Emails below.

crm actions email

Send Custom Email #

Adding this action you will be able to customize an instant email as described in the Compose Email in FluentCRM or also Importing Email Templates into FluentCRM.

crm email compose automation
Composing Emails in Automation as Send Custom Email
  1. Internal Label: A Short Title that is described in the Internal Label.
  2. Internal Description: A Short Description that is described in the Internal Description.
  3. Send Email to: Send this Email to the Contact in the Automation by selecting Send to the Contact option or even to a custom Email Address specified by selecting Send to Custom Email Address option.
  4. Email Subject: The Email Subject that is shown as a subject or topic in the recipient’s email clients.
  5. Email Pre-Header: An Additional short subject that is shown as a small subject line beside the primary subject.

Sending a Test Email from Automation Custom Email #

To send a test email from Email Templates, please click on the Send a test email button from the top right corner of the Email Templates Settings section as shown in the below screenshot and then input the email address where you want to receive the test email and click on the Send button.

crm email automation send test email

Once the email is sent successfully you will see a Success Message saying the Test email is sent successfully. on the top right corner.

Set Sequence Emails #

With this Email Action, you can also set an Email Sequence that you configured as guided in the Email Sequence.

crm action email set sequence
  1. Internal Label: A Short Title that is described in the Internal Label.
  2. Internal Description: A Short Description that is described in the Internal Description.
  3. Select Email Sequence: Select the target Email Sequence you want to send to the contact in the automation.
  4. Re-assign Sequqnece Emails: Restart the sequence emails if the contact is already in the email sequence from the beginning or initial Sequence Email from the Email Sequence.

Cancel Sequence Emails #

By using this action, you can also cancel any Email Sequence running for the contact.

crm action email cancel sequence
  1. Internal Label: A Short Title that is described in the Internal Label.
  2. Internal Description: A Short Description that is described in the Internal Description.
  3. Select Email Sequence: Select the target Email Sequence you want to cancel for the contact if it is already running.

Send Campaign Email #

Another important and helpful action of the FluentCRM automation is this Campaign Sending action. You can send already configured or sent Email Campaigns to be sent from the automation.

crm action email send email campaign
  1. Internal Label: A Short Title that is described in the Internal Label.
  2. Internal Description: A Short Description that is described in the Internal Description.
  3. Select Campaign: Select the target Email Campaign you want to send to the contact.

That’s all for now!

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