Use Send Email Actions

Customer Journey actions perform marketing or organizational tasks in your journey map. Use send email actions to design and customize the marketing you want to share with your audience. When contacts reach that action, we’ll automatically send the email their way.

In this article, you’ll learn how to use a send email action.

Before you start

Here are some things to know before you begin this process.

• To learn more about Customer Journeys, how they work, and what you can do based on your marketing plan, check out About Customer Journeys.
• In order to use this action, you’ll design the email using the Classic Builder. To learn more, check out Design an Email with the Classic Builder.
• Our pre-built journey maps use default starting points, rules and actions. To learn more, check out Use Pre-Built Journey Maps.

Add a send email action

When contacts reach a certain point in their path, choose to send them an email with a targeted message tailored to their journey.

If a customer journey includes a series of emails, we recommend you separate them with time delay rules to avoid flooding your contacts with multiple messages at once.

To add a send email action to a journey map, follow these steps.

1. Hover over the plus icon (+) on the step where you want the action to occur, then click Add a journey point.
   
2. In the action panel, click Send email.
   
3. In the Send email pop-up, click Rename to edit the internal name for your email.
4. Click Edit in the To & From field to change the To field, From name, or From email address.
   
5. Click Edit in the Subject field to customize your subject line and preview text.
   
6. Click Edit in the Schedule field to limit your sends to a certain day or time.
   For example, if you know your audience is more likely to open emails on the weekend, you might choose to send on Saturdays and Sundays only.
7. Click Edit in the Tracking field if you have Google Analytics connected to your Mailchimp account. Click the Google Analytics link tracking checkbox to turn it on or off, edit the Tag Name, and click Save.
   This will edit tracking for a send email action only. To learn more about editing tracking for all email actions in a customer journey, check out Edit a Customer Journey Map.
8. Choose whether to Select a Template or Use a Previous Campaign as a Template.
   
9. On the Template step, choose your template.
10. On the Design step, design your email.
11. When your content is ready, click Save and Return to Journey to return to the Customer Journey builder.
    

Well done! Repeat these steps to add additional email actions to your customer journey as needed.