The "Send-an-Email" node is used to automatically send an email from your bot. It can be sent to any specific user, and the "From" sender can be customized.
For example, this is a simple bot that automatically sends a discount code via email to the visitor after they give their email address.
1. Configuring the "send-an-email" node in the bot builder
"To" field:
This field specifies the email address(es) that the email will be sent to
Details about this field:
- this fields requires at least one value to be entered
- supports hardcoded email addresses - eg:
- supports user-properties that you had previously gathered from a user - for example:
- if your bot has an "Email" node, that node will store the visitor's email address into the user-property "{EMAIL}" - so you can insert {EMAIL} in the "to" field to address an email to their address
- supports multiple (comma-separated) email addresses - eg:
- guy1@email.com, {EMAIL}, guy2@email.com
"CC" field:
This field specifies the email address(es) that the email will include in the cc
Details about this field:
- this field is not required
- supports hardcoded email addresses - eg:
- supports user-properties that you had previously gathered from a user - for example:
- if your bot has an "Email" node, that node will store the visitor's email address into the user-property "{EMAIL}" - so you can insert {EMAIL} in the "cc" field to copy an email to their address
- supports multiple (comma-separated) email addresses - eg:
- guy1@email.com, {EMAIL}, guy2@email.com
"Subject" field:
This field specifies the subject that the email will include
Details about this field:
- this field is required
- supports user-properties that you had previously gathered from a user:
- ie, "thanks for signing up {FIRSTNAME}!"
"Body" field:
This field specifies the body that will be contained in the email
Details about this field:
- this field is required
- supports user-properties that you had previously gathered from a user - for example:
- let's assume your bot collects 4 pieces of info about your visitor and stores them as custom user-properties:
- "nickname" - {CUSTPROP:NICKNAME}
- "age"- {CUSTPROP:AGE}
- "favorite"- {CUSTPROP:FAVORITE}
- "companyName"- {CUSTPROP:COMPANYNAME}
- you can insert these custom user-properties into the body of your email - for example:
-
Hi{CUSTPROP:NICKNAME}, nice to meet you! I'm {CUSTPROP:AGE} years old also! {CUSTPROP:FAVORITEPIZZA} is my favorite kind of pizza! {CUSTPROP:COMPANYNAME} is a great company to work for!!
- let's assume your bot collects 4 pieces of info about your visitor and stores them as custom user-properties:
- supports HTML, meaning you can achieve any amount of HTML element formatting in the email. For example, this HTML formatted email:
Hi{CUSTPROP:NICKNAME}, nice to meet you <br> <img src="https://images.g2crowd.com/uploads/product/image/social_landscape/social_landscape_207b934621cdf17677570de744b35e55/instabot.jpg" width="250" height="140"> <br> <h1>I'm {CUSTPROP:AGE} years old also!</h1> <h2>h2 - important</h2> <h3>h3 - medium</h3> <h4>h4 - not important</h4> <br> <b>bold - {CUSTPROP:FAVORITEPIZZA} is my favorite kind of pizza!</b> <br> <br> <i>italics - I heard {CUSTPROP:COMPANYNAME} is a great company to work for!!</i> <br> <br> horizontal rule <hr> <ul> <li>list item 1</li> <li>list item 2</li> <li>list item 3</li> </ul> <br> <a href="https://instabot.io">Here is a link to instabot.io</a>
would send an email that appears like this:
2. Configure a custom "from:" sender:
You may notice that by default, the "from:" field of the emails originate from noreply@instabot.io
You can change this value by configuring a custom "from:" to any email address that you have access to. To customize it:
- 1. Go to "Integrations" --> "Send an email"
- 2. Enter the custom email address you want to use in the "from:" field, then click "Authenticate Email"
- 3. Click the authentication link that's sent to that email address
- 4. Upon clicking the link, you'll be sent back to the email authentication page and see that your custom email address has been successfully authenticated
- 5. Now, all emails sent from the "Send-an-email" node will be sent from this custom email address
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