Purpose:  This functionality is an efficient way to automate sending tailored communication to your leads/ existing customers/ operations records directly from the Custom Object

TABLE OF CONTENTS


Step-By-Step Guide

The Kizen Automation engine has an Action step allowing you to send emails to related Contacts on other Contact or Custom Object records. 


Send Email to a Contact from a Sales Pipeline

1. To Add an Automation, Click on + icon.


2. Click on Add Action.


2022-09-22_09-50-19.jpg


4. Click on Send Email to Related Contact(s).


2022-09-22_09-52-55.jpg


5. Click on down arrow to Choose Related Object.


6. Select Primary Contact Record or Additional Contact Records.


Action_Settings_1.png


7. Configure the Always Send Email from Owner toggle

  • Keeping it off will send from the email address or user selected in the Email Settings
  • Turning the toggle on, all contact(s) within the selected field will receive the chosen email from the owner of the entity that initiated this automation, regardless of email settings. 


Always_Send_from_Owner.png


8. Click on Choose Email From Library or Create New Email.


Choose_Email_to_Send.png


9. Click on Insert Merge Field. 


Insert_Merge_Field.png


10. Click on down arrow to Choose Object for a Merge Field.


11. Click on Contacts or Custom Object.


Select_Merge_Field_-_10_-_2.png


Note: Custom Object Merge Fields are only available if the Automation is created under a Custom Object.


12. Click Save.


Save_Email_Template_-_12_-_2.png


13. When the automation is complete, click Save.


14. When you are ready for your automation to run, update the Active? Toggle


Save_Automation_-_13.png
  • How to use Cross-Object filtering to send emails to contacts who have an associated Custom Object record.
  • Explore other Automation Actions in this article.