Steps to configure the email step

Add the ‘Email Send’ step

Under the ‘Messaging’ section, you will get the ‘Send Email’ step

The system will allow you to configure that step

‘Email Send’ step options

Subject

Here you can add a fixed text like ‘Welcome Email’. Also, the system allows you to add all the dynamic fields like contact, submitted form fields etc

Sender name

Like the subject, you will also get the same feature for the ‘Sender Name’ field

Sender Email Address

Here you can add any email address that you have connected to under the chat inbox.

Who do you want to send this email to?

Here you can set different email fields of the contact.

Advanced options

With this option, you can add CC, BCC, Reply To Name, Reply-To Email options also

Design email body

Please, click on the ‘Edit Email’ button, to design the email template for that step.

Save the flow

After completing the design works, please click on the ‘Save’ button

Publish the flow

The system will allow you to set a name for the flow and publish the flow.