Send Email

Send custom email notifications from your workflows.

Overview

The Send Email action sends an email using your WordPress site’s mail configuration. This is one of the most commonly used actions for notifications, confirmations, and alerts.

Configuration

Required Fields

Field	Type	Description
To	string	Recipient email address
Subject	string	Email subject line
Message	string	Email body content

Optional Fields

Field	Type	Default	Description
From Name	string	Site name	Sender display name
From Email	string	Admin email	Sender email address
Reply-To	string	-	Reply-to email address
CC	string	-	Carbon copy recipients
BCC	string	-	Blind carbon copy recipients
Content Type	select	HTML	HTML or plain text
Headers	text	-	Additional email headers

Using Variables

All fields accept workflow variables:

To: {{Trigger.user_email}}
Subject: Welcome, {{Trigger.display_name}}!
Message: Thanks for registering on {{Site.name}}.

HTML Emails

When Content Type is set to HTML, you can use HTML formatting:

<h1>Welcome to {{Site.name}}</h1>
<p>Hi {{Trigger.first_name}},</p>
<p>Thanks for joining us!</p>
<a href="{{Site.url}}/get-started">Get Started</a>

Multiple Recipients

Send to multiple addresses by separating with commas:

To: admin@site.com, team@site.com

Or use a variable that contains multiple addresses:

To: {{Trigger.billing.email}}, {{Site.admin_email}}

Example Configurations

Welcome Email

To: {{Trigger.user_email}}
Subject: Welcome to {{Site.name}}, {{Trigger.first_name}}!
Content Type: HTML
Message: |
  <h1>Welcome!</h1>
  <p>Hi {{Trigger.first_name}},</p>
  <p>Your account has been created successfully.</p>
  <p>Username: {{Trigger.user_login}}</p>

Order Notification

To: orders@yourstore.com
Subject: New Order #{{Trigger.order_number}}
Message: |
  New order received:

  Customer: {{Trigger.billing.first_name}} {{Trigger.billing.last_name}}
  Email: {{Trigger.billing.email}}
  Total: ${{Trigger.total}}

Admin Alert

To: {{Site.admin_email}}
Subject: [Alert] {{Trigger.event_type}}
From Name: Site Monitor
Message: |
  An event occurred that requires attention.

  Details: {{Trigger.details}}
  Time: {{Trigger.timestamp}}

Output Data

After execution, this action provides:

Variable	Type	Description
`{{Action.success}}`	boolean	Whether email was sent
`{{Action.message_id}}`	string	Email message ID (if available)

Email Deliverability

For best deliverability:

Use an SMTP plugin - WP Mail SMTP, FluentSMTP, etc.
Configure SPF/DKIM - Set up DNS records for your domain
Use a transactional service - SendGrid, Mailgun, Amazon SES
Monitor bounces - Track failed deliveries

Common Issues

Emails not sending

Check WordPress mail configuration
Verify SMTP settings if using a mail plugin
Check spam folders
Review server mail logs

HTML not rendering

Ensure Content Type is set to HTML
Some email clients may block images
Test with different email clients

Variables not replacing

Verify variable syntax: {{Trigger.field_name}}
Check that the trigger provides the expected data
Use activity logs to debug variable values

Best Practices

Always include a plain text alternative for HTML emails
Use meaningful From names
Keep subject lines concise
Test emails before going live
Consider timing for notification emails