QuickBooks HelpQuickBooksHelpIntuit

Use Send Email Actions

by Intuit Updated 4 weeks ago

Customer Journey actions perform marketing or organizational tasks in your journey map. Use send email actions to design and customize the marketing you want to share with your audience. When contacts reach that action, we’ll automatically send the email their way.

In this article, you’ll learn how to use a send email action.

Before you start

Here are some things to know before you begin this process.

Add a send email action

When contacts reach a certain point in their path, choose to send them an email with a targeted message tailored to their journey.

If a customer journey includes a series of emails, we recommend you separate them with time delay rules to avoid flooding your contacts with multiple messages at once.

To add a send email action to a journey map, follow these steps.

  1. Hover over the plus icon (+) on the step where you want the action to occur, then click Add a journey point.
  2. In the action panel, click Send email.
    button-customerjourneybuilder-actionpanel-clicksendemail
  3. In the Send email pop-up, click Rename to edit the internal name for your email.
  4. Click Edit in the To & From field to change the To field, From name, or From email address.
  5. Click Edit in the Subject field to customize your subject line and preview text.
  6. Click Edit in the Schedule field to limit your sends to a certain day or time.
    For example, if you know your audience is more likely to open emails on the weekend, you might choose to send on Saturdays and Sundays only.
  7. Click Edit in the Tracking field if you have Google Analytics connected to your Mailchimp account. Click the Track with Google Analytics checkbox to turn it on or off. Click the UTM parameters to edit their default values. To default back to the original values, click Reset Defaults.
    This will edit Google Analytics tracking for the send email action only. To learn more about turning on tracking for all email actions in a customer journey, check out Integrate Google Analytics with Mailchimp.
  8. Click Select a template. If you haven't selected a default builder, select Classic Builder or New Builder.

After you've designed your email, return to the Customer Journey Builder.

Well done! Repeat these steps to add additional email actions to your customer journey as needed.

Mailchimp

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.

More like this