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User Manual
Overview

Automation Email

An automation email used in a Workflow

Automation emails are singular emails that are contained in Workflows, Rules, and Bulk Operations. When an Automation email is created it becomes exclusive to the Workflow, Rule, or Bulk Operations where it's being utilized and it's not possible to transfer an Automation email between features.

Workflows

Place Automation emails at desired points throughout a Workflow. This provides a way to send a singular email after a trigger is engaged by a person.

Rules

Send an Automation email to a person once a Rule's trigger is engaged.

Bulk Operations

Manually send an Automation email to a segment of people either immediately or schedule it for another time.