You will not be able to use the “%deal_owner_email%” option. Note: If you’re using a non-deal related trigger in your automation, you need to select a specific email address as the “From Email” sender. Learn how to send 1:1 sales emails with automation. This automation action is under "Sending Options" and "CRM." You can use any trigger with this automation action. Use Bold, Italics, Underline, Hyperlinks, Bullets, and Numbered Lists in the body of the email.Use contact, deal, and account personalization tags for the Subject Line and body of the email.Set a CC and/or BCC (use a comma to separate multiple email addresses).Thread replies within the same automation.Within this automation action, you will be able to: However, you may choose to send from any connected email account in the dropdown box. When %deal_owner_email% is selected as the "From Email" in the 1:1 Email action block, the email address set as the Preferred Email Address will be the one that appears in all automated 1:1 emails. It will also allow sales-focused ActiveCampaign users to send automated emails to contacts who have not yet opted into your email marketing lists.Īfter connecting an email address to the ActiveCampaign in Deals > Connected Emails, you will see a new option to choose a Preferred Email Address. You can send a 1:1 email with any connected email through an automation action. “Send a 1:1 email”Īvailable on Sales Professional and Enterprise. Note that the contact will need an email address to receive the message.Ĭontacts must have a list subscription to receive automated campaigns. You can time the email by placing a wait condition before it. This action sends an automated campaign to each contact who goes through this automation step. “Send an email”Īvailable on Marketing Lite, Plus, Professional, and Enterprise. You can use actions in this category to send messages. Once you’re done editing the automation, set it back to “Active” so contacts can continue to enter your automation and proceed through your workflow If adding any actions to an “Active” automation, make sure to set the automation to “Inactive” first.For example, some customers may have access to all actions listed below, while others may not Actions available in the automation builder depend on your plan level.Here is a best practices guide to learn more When building automations, we recommend creating several smaller, manageable automations over one large one.In this article, we'll explain each automation action and share examples of how you can use them. For example, you can use actions to update a deal or contact score, add the contact to another automation, or create goals. For example, you can use actions to communicate with your contacts via email, SMS, or site message. As a contact encounters each action in their automation path, the action is executed.Īctions can be external. Actions are a series of processes that a contact proceeds through once they enter your automation.
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