Steps to configure the email step
Add the ‘Email Send’ step
Under the ‘Messaging’ section, you will get the ‘Send Email’ step
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The system will allow you to configure that step
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‘Email Send’ step options
Subject
Here you can add a fixed text like ‘Welcome Email’. Also, the system allows you to add all the dynamic fields like contact, submitted form fields etc
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Sender name
Like the subject, you will also get the same feature for the ‘Sender Name’ field
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Sender Email Address
Here you can add any email address that you have connected to under the chat inbox.
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💡 If you use a custom domain email like [email protected], then you need to auth this domain ‘ericdomain.com’
💡 How to connect the domain with your System?
Who do you want to send this email to?
Here you can set different email fields of the contact.
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Advanced options
With this option, you can add CC, BCC, Reply To Name, Reply-To Email options also
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Design email body
Please, click on the ‘Edit Email’ button, to design the email template for that step.
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Save the flow
After completing the design works, please click on the ‘Save’ button
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Publish the flow
The system will allow you to set a name for the flow and publish the flow.
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