Sending Email Campaigns

Sending Email Campaigns

Email delivery on this platform is powered entirely by your own SMTP credentials. You must first connect an SMTP provider from the Integrations page, then build your email delivery logic using the Automation workflow system.

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Step 1: Open the Integrations Page

1. Navigate to Dashboard > Integrations.
2. The Integrations page displays all available third-party service cards organized in a grid.

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Step 2: Configure Your SMTP Credentials

1. Locate the Email (SMTP) integration card on the Integrations page.
2. Click the card to expand its configuration form.
3. Fill in all of the following required fields:
   • SMTP Host — the outgoing mail server address provided by your email service
   • SMTP Port — typically 465 (SSL) or 587 (TLS)
   • Username — your SMTP account username or email address
   • Password — your SMTP account password or app-specific password
   • From Email — the sender email address that recipients will see
   • From Name — the display name that appears alongside the sender email
4. Toggle the integration to Enabled.
5. Click Save. The platform will now route all email sends through your SMTP credentials.

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Step 3: Navigate to the Automation Section

1. Navigate to Dashboard > Automation.
2. The Automation page displays four summary cards at the top: Total Workflows, Active (in green), Total Executions, and Scheduled (in blue).
3. Below the summary cards you will see filter buttons: All, Active, Draft, and Paused.

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Step 4: Create a New Workflow

1. Click the Create Workflow button in the top-right corner of the Automation page.
2. You will be taken to the Create Workflow page.
3. Enter a Name for your workflow and an optional Description.
4. In the Trigger Type dropdown, select one of the following options:
   • Manual — the workflow only runs when you press the Run Now button manually
   • Schedule — the workflow runs automatically at a set time interval (requires cron configuration)
   • Event (System trigger) — the workflow fires when a specific system event occurs
   • Date Condition (X days before/after) — the workflow runs based on a date field relative to a record
   • Webhook (External trigger) — the workflow fires when an external service sends an HTTP request to a generated URL
5. Configure the trigger-specific fields that appear below the dropdown based on your selected trigger type.

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Step 5: Build Your Workflow and Add an Email Action

1. Click Create Workflow to save the trigger settings and open the visual workflow builder for your new workflow.
2. Inside the workflow builder, add a Send Email action node.
3. Configure the email node with the recipient, subject, and body of your message.
4. Once your nodes are connected and configured, click Save to persist the workflow.
5. Set the workflow status to Active using the Activate option in the dropdown menu on the workflow card, or from within the workflow builder.