Send email

Configure the step

Add a Send email step and choose a Template. The list shows every template; drafts are marked (draft). The automation can start only once the chosen template is published. If the team has no templates yet, Create new opens Templates.

• Sender: From and Reply to are optional. Left empty, the template's values are used. A From override must use one of the team's verified domains, and so must a Reply to override.
• Set variables: for each variable in the template, type a value or pick a property such as event.plan or contact.first_name.

Trigger → Send email → Delay → Send email

The email goes to the run's contact. Contact fields and custom properties are also available to the template as contact.<key>, and {{{OPENSEND_UNSUBSCRIBE_URL}}} gets a personal unsubscribe link.

Things to know

• A deleted or unsubscribed contact is skipped: the step is marked skipped and no email is created.
• Suppressed addresses are removed later, when the email is sent, as for any other email.
• A completed step means the email was queued, not delivered. Its output holds the email ID; follow delivery in Emails.
• The step always uses the template's published version at the time the step runs.