Send Flow Email Follow

• Name: Assign a clear and descriptive name for the action to easily identify its purpose.

• Description: Offer a brief explanation of the action’s function.

• Send to: Specify the recipient of the email. You can either choose to:

  • Use the Contact record that has triggered the flow: This option sends the email to the contact that initiated the flow.
  • Use the record provided here: This allows you to specify another contact or set of contacts for the email delivery.

• Related Records: Indicate any related records you want to associate with this email action.

• Email Field: Select the specific field containing the email address of the recipient, ensuring the email is sent to the correct address.

• Flow Email: Choose the Journey Email you wish to use for this action.

• Dynamic Email Sender: You can set a custom 'From' email for flow emails by choosing a specific user. You can select options like,
  
  • Trigger Module's record owner: This will send an email from the record owner that has been triggered the smart flow. It can be Contact, Company, Activity, or Deal, etc.
  • Provided user: Here you can select any user that is associated with the enrolled record using the field attributes.

• Once the configuration is completed, hit Save.

Practical Example

• Consider this use case where you want to greet your clients on their special days, i.e. Birthdays, Anniversary.
• You can configure a flow that triggers "Date Match" to ensure that the E-mail is sent on their special occasion and connect it with the "Send Flow E-mail" action.
• Within the "Send Flow Email" action, you have the option to configure the template you want to send.
• This will send them the configured flow E-mail upon reaching this step.
• This will allow you to have an active engagement with your clients and keep them in touch.