he Send message node lets you send an email, an SMS, or a message through a custom channel, such as WhatsApp Business, within a workflow. You can create a new message or copy an existing one and adapt it to your automation.
Use it, for example, to:
- Welcome a contact after they subscribe
- Remind a customer to complete their purchase after abandoning their cart
- Send a reminder to a contact who has registered for an event.
Add the node to the workflow
In the designer sidebar, open the Actions tab and drag the Send message node into the workflow. Connect it to the other nodes at the point where you want the contact to receive the message.
Select the node to configure the message: you can create a new one or start from an existing one.
Create a new message
Click New message and choose from the available channels.
For an email, you can choose a template from the library or from your saved custom templates. Then configure the content and sending settings.
Copy an existing message
Do you already have a communication with the content or structure you need? Click Copy an existing message to reuse it without creating it from scratch.
You can copy:
- A message from the same workflow
- A message from another workflow
- A transactional communication
- A bulk communication, such as a newsletter.
After copying, review the content and sending settings to adapt them to the new purpose.
Activate the message for sending
A new message is saved as a draft. Before using it for automated sending, complete its configuration and activate it.
For an email, make sure it has a subject, a valid sender email address, and a valid reply-to address.
The message status helps you distinguish between:
- Draft: the message is being prepared and is not yet active for sending
- Active: the message is available for automated sending to contacts who reach the node in the active workflow
When you edit a message, a badge indicates whether you are working on an unpublished draft or revising a message that already has an active version.