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This automation step triggers a Template email to be sent to the contact.

How it works

After adding a trigger, create a new step to Send an email.Add Send Email ActionSelect a published template, then configure the subject and sender address.Send Email Action Settings
Only published templates are available to be used in an Automation.

Template variables

Use the variables field to pass data into your template. Each variable value can be a dynamic reference or a static string.
TypeFormatDescription
Event data{ "var": "event.<field>" }Resolves a field from the triggering event’s payload.
Contact data{ "var": "contact.<field>" }Resolves a field from the contact record.
Waited event data{ "var": "wait_events.<event_name>.<field>" }Resolves a field from a preceding wait for event step’s payload.
Static value"<string>"Passed as-is to the template.
{
  "key": "welcome",
  "type": "send_email",
  "config": {
    "template": {
      "id": "044db673-fff6-420f-a566-f6aba05d60e7",
      "variables": {
        "firstName": { "var": "event.firstName" },
        "orderNumber": { "var": "event.orderId" },
        "total": { "var": "event.amount" },
        "company": { "var": "contact.properties.company" },
        "feedback": { "var": "wait_events.feedback.received.response" },
        "supportEmail": "help@example.com"
      }
    }
  }
}
If the same branch has multiple wait for event steps with the same key, the resolved data will come from the last event received before the current step.
Template variables must be present in your referenced template and the key names must match exactly with the template variable names. For more help working with variables, see the Template documentation.

Configuration

config.template
object
required
The published template to send. Provide id and optionally variables.
config.from
string
The sender email address.If provided, this value will override the template’s default value.
config.subject
string
The email subject line.If provided, this value will override the template’s default value.
config.reply_to
string
Reply-to email address.If provided, this value will override the template’s default value.
{
  "key": "welcome",
  "type": "send_email",
  "config": {
    "template": {
      "id": "062f8ef4-fbfa-44f1-b5e0-ff8e1e8ffa96",
      "variables": {
        "name": { "var": "event.firstName" }
      }
    },
    "from": "hello@example.com",
    "subject": "Welcome!",
    "reply_to": "support@example.com"
  }
}