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How to send an email to one contact

You can send an automated email to a single contact straight from their page, for example to resend a welcome email or a voucher email by hand. The email has to exist as an automated email first, under Marketing → Automated emails. See Automated emails: setting one up for any trigger.

Send it

  1. Go to CRM → Contacts and search for the contact by name or email address.
  2. Open the contact.
  3. Next to Assign points, click the options menu (the ⋮ button).
  4. Choose Send automated email.
  5. Under Automated email, pick the email.
  6. Click Create. The email goes out to this contact straight away.

Emails with a voucher, gift card, points or a token

When the email has an action, every send from the contact's page hands it out again: the contact gets a new voucher, gift card, points or token, and its tags, such as the voucher code, are filled in with it.

That makes this the way to test an automated email with an action. Send a test email in the editor hands out nothing, so the action's tags stay empty in a test. Send the email to a contact of your own here instead, and you get it exactly as your contacts do, with a real code. See Adding a voucher, gift card, points or a wallet pass to an email.

More than one step?

To run several steps for one contact, such as an email followed by points, build a manual automation and choose Start automation from the same options menu instead. See How to build an automation.

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