Send an email

Use the Send an email actionA tool for building the processes, logic, and direction within workflows. to send a customizable email to recipients you specify. You can customize:

  • Who receives the email.
  • What the email subject/message body is.
  • What attachments the email includes.

Important: 

Before you start 

Add and configure the Send an email action

  1. Click the User Interaction action group in the action toolbox.

    or

    Type the action name or function in the Search field at the top of the action toolbox.

  2. Drag the Send an email action to the point in the workflow where you want to send an email.
  3. Open the Action Configuration window. For steps on how to open the Action configuration window, see Action configuration window
  4. In the To field, type the Recipient email addresses.
  5. Type the Subject of the email.
  6. Type the Message Body of the email.
  7. Click Save.

For more information on the fields and buttons, see Send an email fields, buttons, and settings.