Use Send Email Message through 4 how-to topics: choose the action, configure the sender mailbox, set advanced connection options, and separate credentials from parameters; 4 topics are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Choose the Send Email Message action | Free |
| 2 | 2. Configure the sender mailbox | Free |
| 3 | 3. Set advanced connection options | Free |
| 4 | 4. Separate credentials and parameters | Free |
How-to Guide
1. Choose the Send Email Message action
Entry point: Step 2 in the automation editor → Select the action to run → Email category → Send Email Message
- Open the automation editor.
- In Step 2, open the panel for selecting the action to run.
- Select the Email category.
- Click Send Email Message.
- Confirm that the right-side panel shows the Credentials and Parameters tabs.
Success Criteria
- Interface result: The configuration area for the current email node appears on the right.
- Next step available: You can continue to add a sender mailbox and message settings.
Tips While Using
- Common mistake: If you do not open the Email category first, the action may be hard to find.
2. Configure the sender mailbox
Entry point: Credentials tab → Sender mailbox drop-down list
- Open the Credentials tab.
- Click the Sender mailbox drop-down list.
- If no mailbox account has been added yet, click + Sign in account.
- In the Sign in account dialog box, enter a custom account name, the email address, and the email authorization code.
- Click Add to finish mailbox authorization.
Success Criteria
- Interface result: The added mailbox account appears in the sender mailbox list.
- Next step available: You can select that account and continue configuring the email content.
Tips While Using
- Common mistake: An email authorization code is not the same as the mailbox sign-in password.
- Environment note: A working internet connection is needed while adding the account.
3. Set advanced connection options
Entry point: Sign in account dialog box → Advanced settings
- While adding a mailbox account, open Advanced settings.
- Enter the SMTP server if needed.
- Enter the port number if needed.
- Turn SSL on or off based on the mailbox service requirements.
- Save the settings and complete the account setup.
Success Criteria
- Interface result: The advanced settings are saved with the current mailbox account.
- Next step available: The account can be used for later email sending setup.
Tips While Using
- Common mistake: A mismatch between server address, port, and SSL settings can cause sending failures.
- Environment note: Use the connection values required by your mailbox provider.
4. Separate credentials and parameters
Entry point: Right-side panel → Credentials / Parameters
- Open Credentials first and complete sender mailbox authorization.
- Then open Parameters and set the recipient, subject, and message body.
- Check that the sender account and message content match the workflow task.
- Save the current email node.
Success Criteria
- Interface result: Credential settings and message content are completed in their own tabs.
- Next step available: The email node can continue as part of the automation workflow.
Tips While Using
- Common mistake: If mailbox authorization is completed but message parameters are left empty, the node setup is incomplete.