When you select Send email on an Action tile in your automation flow, you can choose an email template, enter a subject line and preheader, select a product to recommend and add a coupon code.
Complete the fields as required:
| Field | Description |
| Select template |
Select a template from the dropdown list.
Templates in this list with (Edited) as a prefix are template instances which were edited from the campaign. Note: Contacts must be opted-in to receive marketing from you in order to receive previews. If you try to send a preview to a contact who is not opted in, you'll see this error message: Email could not be sent. Error: Failed marketing_optin check with campaign [X] and optin: False. |
| Subject |
Enter a subject line for your email. Select Use subject line builder to personalised the subject line. |
| Preheader (optional) |
Enter a preheader. This is visible after the subject line in an email inbox, allowing you to engage your contact before they open your email. You can split test your email preheaders to optimise them.
Note: If you are using an HTML template, you must have the {{email.preheader}} merge tag in the template in order to use the entered preheader.
|
| Product recommendation (optional) |
Select a product recommendation to populate the product recommendation blocks in your email template. For automation campaigns, this is the only place you can add product recommendations. For broadcast campaigns they can be added in the templated editor. You must have a ‘recommended products’ block in your automation template to use this feature.
Note: Always preview your emails and check the product recommendation blocks before sending.
|
| Coupon code (optional) |
Select a coupon code pool from the dropdown list to dynamically add coupon codes. Select Only re-send assigned coupons if this is a coupon reminder email.
Note: In order to use coupon codes in your campaign, you must have a coupon block or merge tag in your template.
|
Select Save to finalise your changes.
Send action label
We recommend giving your send email node a name, especially if you're using Ometria's Self-serve data export, as you can export the node_label in the email events export.
Give your send nodes unique and meaningful names that will be useful in your analytics.
To add a label, simply type over the Send Email header in the node:
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