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== Step-by-Step Instructions == Follow these steps to effectively add and configure the '''Send an email''' action in your automation: 1. **Create or Edit an Automation**: - Navigate to the '''Automations''' section. - Choose to either create a new automation or select an existing one to edit. 2. **Add the "Send an email" Action**: - Click on the β+β button to add a new action. - Select the '''Send an email''' option from the available actions. 3. **Choose How to Configure Your Email**: After adding the action, you will see several options to configure your email. These include: - '''Create a new email''': Building a new campaign from the ground up. - '''Start from an existing email''': Copying a previously sent campaign. - '''Save and design later''': Adding the action without immediate configuration. - '''Select an email in this automation''': Choosing an existing campaign assigned to the automation. 4. **Follow the Steps Based on Your Choice**: - If you choose '''Create a new email''', select from options like **Build from AI**, **Blank canvas**, or **Select a template**. - If you opt for '''Start from an existing email''', choose between the '''Past Campaigns''' or '''Current Automation''' tabs to find the email you wish to copy. 5. **Edit Your Campaign**: Once in the campaign editing experience: - Modify essential details such as '''Campaign name''', '''Subject line''', '''Preheader''', and '''Sender details'''. - Adjust tracking options and enable '''Predictive sending''' if necessary. 6. **Design Your Email**: - After configuring the initial settings, you can click '''Edit design''' to customize the appearance of your email. - Use options to update styles, add blocks, and modify the content until satisfied. 7. **Preview and Test**: - Utilize the '''Preview''' option to visualize your email as it will appear to recipients. - Send a test email using the '''Send a test''' button to review how the email delivers in a real-world context. 8. **Finalize Your Campaign**: - Ensure all required fields are completed and that the design is finalized before saving. - Return to the main automation editing screen and activate the automation once your email campaign is set up.
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