New action: Send an email

New action: Send an email

How to configure the “Send email” action in an automation ?

In the process of configuring an automation, it's important, once you've selected the trigger, to associate it with an operation containing the actions to be executed. In this article, we'll show you how to configure the “Send e-mail” action. To do so, please follow the steps below:

Info
Please consult this article : The different types of triggers
  1. Once you've selected the trigger to which your action will be associated, click on the "Add operation" button.



  1. This takes you to the list of operations. Click on "New operation".
Info
Please consult this article : The different types of operation




  1. Then select the "Send email" action



You will now proceed to the following steps :
  1. Select the desired e-mail template
Info
Please consult this article on : Setting up email templates



  1. Define recipient roles (i.e. who should receive the selected e-mail template)



  1. Or add recipients' e-mail addresses directly
Notes
The “deposit owner” (in the user drop-down list) corresponds to the candidate accounts.



  1. Save your action configuration by clicking on the "Save" button below.



You've just finished configuring the “Send e-mail” action. All that remains is to enter the name of your automation, bearing in mind that this action is linked to a trigger in order to create an automated process.
  1. Finally, save your configuration by clicking on the “Save” button in the top right-hand corner of your screen.



  1. Your automation is now displayed in the Automation menu



    Configure your portal 🚀


      • Popular Articles

      • Privacy Policy

        RGPD AND PRIVACY NOTICE WIIN At WIIN, protecting and respecting your privacy is a primary concern. The purpose of this document is to inform you about our practices regarding the treatment of information that you may provide to us when using our ...

      • 1. A portal in your image - introduction 📍

        Customize your portal in a few minutes ? We will see through several videos how to easily configure and customize your portal. Configure your platform Name of your platform Your logo The color code of your platform The text of your homepage Define ...

      • 5. Improve your portal 🚀

        Advanced settings By default, the call to action button redirects to all active programs on the platform. You can customize this redirection and the presentation of your programs. "Home" menu From the "Settings" menu, it is in this "Home" menu that ...

      • Invite a member to your team

        How do I invite a member to a team application? You have the possibility to invite members to apply as a team. Invite a member to the team To add a member, click on the "Invite a team member" button. Then enter the email address of the contact, you ...

      • Using messaging

        How to use the messaging system ? You can use the messaging system if you have a question about your file or the initiative you're taking part in. To access it, just : Click on your profile in the top right-hand corner Click on Messaging Then you ...

      • Recent Articles

      • Automation: Trigger Submission Created

        How to create an automation with the trigger: Submission Created ? The platform allows you to configure automation that is triggered automatically when a new deposit is created. To do this, you must use the “Submission created” trigger. Follow the ...

      • New action: Add or remove a tag

        How do I set up the “Add or remove a tag” action in an automation ? When configuring automation, it is important to select a trigger and then associate it with an operation containing the actions to be performed. In this article, we will show you how ...

      • New action : Send a slack notification

        How to configure the “Send slack notification” action in an automation ? In the process of configuring an automation, it's important, once you've selected the trigger, to associate it with an operation containing the actions to be executed. In this ...

      • New action: Send an email

        How to configure the “Send email” action in an automation ? In the process of configuring an automation, it's important, once you've selected the trigger, to associate it with an operation containing the actions to be executed. In this article, we'll ...

      • New action: Add to an assessment session

        How do I configure the "Add to evaluation session" action in an automation ? In the process of configuring an automation, it's important, once you've selected the trigger, to associate it with an operation containing the actions to be executed. In ...