Send Email Action Block

What's in this article

• When to use
• Common triggers that feed into this block
• How to set it up
• Best practices for businesses, programs, and classes
• Examples
• Tracking and troubleshooting
• Tabs in this block

Summary

The Send Email action block sends an email to the contact. Patch logs delivery and engagement so you can measure results and troubleshoot.

When to use

• Welcome emails for new leads
• Post-visit follow-ups after a check-in or order
• Reminders for appointments, events, or classes
• Win-back emails when a membership is about to end

Common triggers that feed into this block

• Contact Created (new lead/import) → send a quick welcome + next step
• Check-In Finished (visit) → thank-you + upsell (classes, seasons, memberships)
• Order Finished (purchase) → receipt/next steps + review request
• Contact Updated (field/tag change) → react to a specific change (e.g., “Interested in seasons” = true)
• Calendar Event (class/lesson booked) → reminders + no-show prevention
• Membership Start/End → onboarding or win-back

How to set it up

1. Choose the From address and reply-to (use a real inbox that can handle replies).
2. Write a clear subject line that says what the message is about.
3. Keep the first 1–2 sentences simple. Tell them the next step (book, reply, redeem, etc.).
4. Use Insert to add fields like First Name or a SmartLink to a booking page.
5. Send a Test to yourself and one teammate before approving.
6. Click Save, Approve & Close when ready.

Best practices for businesses, programs, and classes

• One clear call-to-action per email (Book, Join, Buy, Reply).
• Send within 1–24 hours after a visit or purchase.
• Segment by intent (beginner, seasons, seasonal programs, birthdays) so it stays relevant.
• If you also text, avoid copy/paste. Email = details; SMS = quick reminder.
• Watch bounces/complaints. If deliverability drops, clean your list and use double opt-in for new leads.

Examples

• Family business: “Thanks for visiting! Want 10% off your next visit? Tap to claim.”
• Programs: “Welcome! Here’s how to book a court + our beginner season schedule.”
• Clinic/workshop: “You’re in! Here’s what to bring + a reminder 24 hours before.”

Tracking and troubleshooting

• Use the block Stats tab to see sent, delivered, opens, and clicks.
• Use the Task Log tab to see what happened for a specific contact.
• Export deliverability reports (bounces/blocks/spam) to clean your list.

Tabs in this block

Editor

This is where you configure the block. After you change settings, save the block so the automation uses the updated configuration.

Stats

Stats populate after the block runs for at least one contact. Use this tab to review performance over a date range (example: Last 30 Days).

• # Sent, # Bounced, Bounce Rate
• # Clicked (and Unique), Click Rate, Last Clicked Time
• # Opened (and Unique), Open Rate, Last Opened Time
• # Conversations, Conversion Rate
• # Redemptions, Redemption Rate
• Total Revenue, Avg. Conv. Revenue
• # Opt-Outs, Opt-Out Rate
• # Times Triggered, Last Completed At

Task Log

The Task Log is the best place to troubleshoot a specific run. Each row is one task (usually one contact) that passed through this block.

• Time: when the task ran
• Run Duration: how long it took
• Contact: click the person icon to open the contact profile
• View Payload: click VIEW PAYLOAD to see all data passed through the automation for that task
• Task ID: helpful for internal debugging and support

Warnings & Errors

• Errors must be fixed before the automation can be enabled.
• Warnings do not always block enabling, but they usually mean something is missing or risky.
• If you see an error or warning banner, fix it in the Editor, then re-open the block to confirm it is cleared.