Adding an Action step

To add an Action step to an automation, do the following:

  1. Click ACTION in the Steps selection panel.
    An action panel is added to the Automation configuration flow diagram, with the name Choose Type.
    See Creating an automation for more about the Steps selection panel.

The action Choose Type panel

  1. Click the Choose Type panel.
    The Action configuration options display in the Sidebar.

The Action configuration options

  1. Under Type, select the required action.
    Currently, Send mail is the only available option.
    As soon as the action type is selected, the name of the action panel in the flow diagram is updated accordingly.
  2. Enter a Description, if required.
  3. Under Basic information, do the following:
    1. Enter a Delivery name.
    2. Under Mail group, click the downwards pointing arrow to the right of the field, and select the appropriate Contactsend mail group from the drop-down list.
  4. Under Delivery information, do the following:
    1. Enter a Subject for the delivery, if it is not already predefined in the selected mail group.
    2. Enter the From, Sender and Reply to details in the appropriate fields, if they are not already predefined in the selected mail group.
  5. Under Email template, click Edit template….
    The Email template page displays.
  6. do one of the following to add your message to the delivery:
    1. If you want to use a message created in PageBuilder:
      1. Click From PageBuilder, if it is not already selected.
        The available PageBuilder folders display.
      2. Select the appropriate message from the relevant folder.


    1. If you want to use an HTML message created using a different method:
      1. Click HTML.
      2. Copy and paste your message into the box provided.
        This box is only a receptacle for your HTML. It is not a full HTML editor. Use an HTML editor of your choice to create your message body.
      3. On the HTML tab, under Alternative text, enter the alternative text for the delivery in the box provided, if required.
  1. Click Preview to view your message as it will be sent, if required.
  2. Click Labels and enter the appropriate label Key and Value pair, if required.
    Further label pairs can be added by clicking the + icon, positioned to the right of the last Key and Value pair in the list.
  3. To close the Email template page, click the X icon, positioned in the top right corner.
  4. When you have finished defining the Action step, continue to add further actions and steps, as required:

If you have finished defining the automation, follow the steps given under Completing the automation.

Also see:



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