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User Manual
Overview

Rules

Send an Automation email in the Action step of a Rule. Once a person triggers the Rule, the Automation email is sent. To send an Automation email with a Rule:

  1. Go to Automations > Rules
  2. Select the Rule you'd like to send an Automation email in
  3. Select Send a one-off email under the Action step
  4. Draft the email
  5. Click Save Rule
  6. Click Activate
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