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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

Edit Automation Email Footer

Automation email footer

To edit the footer for an individual one-off email:

  1. Go to Automations > open the email you want to edit 
  2. Click Settings
  3. Manually edit to the footer content
  4. Click Update Action 

The footer for that automation email will be updated.