How to send email and SMS messages with automations
Overview
You can send full emails, email notifications, and SMS messages with automations. Read on to learn about sending messages in automations.
In this guide
Add a message node to an automation
Use Send Message actions to send email or SMS messages to your Contacts, or to send simple notification emails.
To add a Send Message action to an automation:
- Click the + icon to add a new node to your automation.
- Under Actions, click Send Message
- Select a message node to add to your automation
Email nodes
Click Email under Send Message to add an email node to your automation. You can create a new email by clicking Create New Email or duplicate an existing email within the automation by clicking the Select Email dropdown.
Enter or edit a name to identify your email. Select any advanced features you'd like to use, then select a Sender Profile. Click Next: Content to build your email. Check out our guide to Sendlane's email builder!
Click Activate at the bottom of the left-hand sidebar when you're ready to start sending. Emails will not send until you click Activate.
SMS nodes
Click Send SMS under Send Message.
Review the SMS Content section of the How to Send an SMS Campaign guide for detailed instructions on creating effective marketing SMS messages.
Email notification nodes
Notifications can send simple email messages when contacts reach certain nodes of an Automation. They are most commonly used for internal purposes. For example, use a Beacon event to trigger an Automation with a notification node to alert your sales team that someone has viewed your pricing page!
Click Send Email Notification under Send Message. Fill out From name and From email with the sender information that should appear in recipients' inboxes. Fill out the Send to field with the email address that should receive the notification (separate multiple email addresses with commas.) Enter a Subject and Message for your notification, then click Done to save!