Enhanced email customization capabilities available in Automation
We're excited to announce the release of our new automation action for email, designed to help streamline communications within your workflows. With this update, you can send emails from custom email addresses, incorporate images, and choose between plain text, rich text, and HTML content formats. Through a more personalized and branded email experience, this enhancement allows you to connect better with employees, customers, prospects, and more.
New action: Send customized email
Adding the new action to an automation rule can be useful in scenarios like automating an email series that gets sent to a new starter as part of an onboarding workflow. The emails can be tailored for each purpose and can use smart values that reference all of your own custom fields.
To customize your emails:
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From your project settings, go to Automation.
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Select an existing rule or create a new one by selecting Create rule.
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Select Add component and then select THEN: Add an action.
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In the search bar enter ‘email’, then select Send customized email.
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In the Settings tab, enter the email details.
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For the Recipient(s) field, from the dropdown list you can select user fields or groups. You can also enter smart values, or email addresses for recipients internal or external to your organization. Recipients receive separate emails and will not see other recipient addresses.
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For the From field, you’ll have the option to customize the email prefix of the default email domain that comes with your site. You can also send emails from any custom email address added at admin.atlassian.com by your organisation admins. Read how to set up custom email addresses.
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In the Content tab, select the content type you want to use for your email. You’ll have the choice of:
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Plain text – no content formatting, but can include smart values.
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Rich text – content formatting via the editor toolbar including links and images, and can include smart values. Images can be added by entering a public URL to a hosted image file, with size and position managed using contextual drag handles and toolbars within the Content field.
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HTML – content formatting via HTML, and can include smart values.
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Enter your content into the Content field. Note that your email content is only saved once the rule is turned on, saved, or updated. Switching between formats will delete any existing content from the content field.
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When you’re done filling in the fields in both tabs, select Next.
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Save or Update your rule.
What’s next?
You’ve been telling us that adding attachments is an essential part of your email process, so we’ve been exploring how to make this possible and hope to add this capability soon.
In the meantime, we look forward to hearing about how you use the new email action. And if you have any feedback as you get started, feel free to share it below—we’d love to hear about your experiences.
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Dushyant Sharma
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