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📧 Send an Email

This action allows you to send an email to a specific recipient with a defined subject and a template. Once a template is selected, its variables are dynamically populated, enabling personalized and dynamic email content.

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📝 Action Details​

Name: Send an Email
Category: Email Management

🔧 Parameters​

1. To​

  • Type: string
  • Description: The recipient's email address.
  • Required: Yes
  • Example: 
    "client@example.com"

2. Subject​

  • Type: string
  • Description: The subject line of the email.
  • Required: Yes
  • Example: 
    "Your Order Confirmation"

3. Template​

  • Type: select
  • Description: A predefined email template. Selecting a template dynamically generates fields for its variables.
  • Required: Yes
  • Example: Order Confirmation

4. Template Variables​

  • Type: Auto-detected from the template
  • Description: Variables embedded in the template are automatically displayed for input.
  • Required: Yes (based on the template).
  • Example:
    For a template with: 
    Hello {name}, your order {orderNumber} has been shipped.
    The detected variables would be:
    • name: The recipient's name.
    • orderNumber: The order number.

🚀 How to Use​

  1. Drag the Action into SmartFlow: Add the Send an Email action to your SmartFlow workspace.

  2. Configure Parameters:

    • To: Provide the recipient's email address.
    • Subject: Define the email subject line.
    • Template: Select the desired email template from the dropdown.
    • Fill Template Variables: Input values for all variables detected from the template.

  3. Connect to Flow Logic: Position this action within your workflow to send emails dynamically based on your logic.

💡 Use Cases​

  1. Order Confirmations: Automatically email customers when their order is confirmed or shipped.

  2. Appointment Reminders: Send personalized reminders for scheduled appointments using predefined templates.

  3. Customer Engagement: Use dynamic content to address customers by name or reference specific details like order numbers or dates.

🔍 Example Configuration​

Here’s an example configuration for sending an order confirmation email:

  • To: "customer@example.com"
  • Subject: "Your Order Confirmation"
  • Template: "Order Confirmation"
  • Template Variables:
    • name: "John Doe"
    • orderNumber: "12345"
{
  "to": "customer@example.com",
  "subject": "Your Order Confirmation",
  "template": "Order Confirmation",
  "variables": {
    "name": "John Doe",
    "orderNumber": "12345"
  }
}

🛠️ Tips​

  • Dynamic Variables: Use flow variables to dynamically populate email fields (e.g., {customerEmail} or {orderNumber}).
  • Test Before Sending: Verify email templates and variable inputs during flow testing to avoid errors.
  • Template Updates: Ensure that any updates to email templates are synchronized with SmartFlow.