Send Email

Send Email

Automated emails allow for comprehensive communication in today’s organizations. Use them to inform your team about the progress of a job or notify specific users when the job moves to the next stage.

Configure automated emails and the recipient list using email alerts .



Add alert

  1. Click the   icon next to Send Email. 
  2. To add a new alert, fill in the fields as follows:
    • Name : Give a name to the email alert. 
    • Template : Select an email template from the available list of templates or create a new one by clicking  Create New Template.  Learn more  about creating new templates.
    • Notify to:  Select the users to receive the email. This can be individual users, teams, roles, or users in the  User dropdown  fields. You can also include external users who are not a part of the organization like vendors or customers. 
    • Click  Save .



Edit alert

To edit an existing alert:

  • Click the   icon next to  Send Email.  In the  Email Alerts pop-up, click the   at the right end of alert name.
  • Modify the values in the pop-up and click  Save .



Delete alert

To delete an alert:

  • Click the   icon next to  Send Email.  In the  Email Alerts pop-up, click the   to the right of the alert name. 
  • Confirm your action.



  • You can add a maximum of 3 email alerts for each transition and business rule .
  • The email alert whose radio button is selected will be applied.


    • Related Articles

    • When can you send email invites?

      A page campaign generally has four campaign statuses: Draft, Running, Scheduled, and Completed. You can send email invites during any of the above campaign statuses except Completed. Your campaigns will complete when the campaign's end date has been ...

    • Can I send a Note as an Email ?

      You can choose the option 'Send by email' from More options in Notes, to send the contents of the selected Note as an email. 

    • How can I send mass email surveys using Zoho Campaigns?

      To send mass email surveys, follow these steps: Integrate Zoho Survey and Zoho Campaigns with Zoho CRM. Sync your Zoho CRM contacts list with the Zoho Campaigns mailing list. In Zoho Campaigns, click Create Email ...

    • How do I send an email invite in scheduled mode?

      When your campaign has been scheduled to launch on a specific date, you can only send email invites by scheduling them to be sent out during that campaign.

    • Can I send two different campaigns from different Email addresses?

      Yes, you can send campaigns from different email addresses. However, while creating a template you should select the appropriate email address that should appear while sending campaigns. This works only when you schedule mass emails.