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On this page
  • Creating an automation
  • Sending a simple text email
  • Using a template
  • Sending a notification email

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  1. Resources

Send Emails From Funnelish

Automate contact with customers and your team

PreviousMulti-Users AccessNextManage Your Orders

Last updated 1 year ago

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Want to send emails to your customers from the Funnelish dashboard? Now you can!

In this article, we show you how to create and send emails. To connect your SMTP server, check out the other articles in this section!

Creating an automation

Log in to your Funnelish account, open a funnel, and click the Funnel automations icon at the bottom of the page. Create a new automation or add to an existing one. In this example, we create a new automation.

On the next page, select Start from Scratch and Create.

Starting on the automation canvas, click the plus (+) icon and select the type of email you want to send. Select Sending Options and then select Send an email. Now you have a choice: text-only or a template.

Sending a simple text email

Choose Text Only to send a simple email message. Click Continue and then fill in the fields, like sender name, email, and subject line. Now you can enter message content.

Use contact details to add the customer's name, order details, and more!

Using a template

To send emails with more design elements, use our email templates to create fully customizable messages.

Choose the Template option and then click Continue. Fill in the fields. Once you get to the template screen, choose a pre-existing template or start from scratch.

Use the drag-and-drop editor to design an email that sells your brand! You can fully customize basically anything you need to make the email your own.

Sending a notification email

Instead of sending messages to customers, use Funnelish's email capabilities to send yourself (or a team member) a notification when someone reaches a specific point in your automation!

After you click the plus (+) icon on the Automation canvas, select Sending Options and then Send a notification email.

On the next window, enter the email of each person you want to receive a notification. You can enter up to five email addresses at a time.

That's it!