Function: The Gmail Automation allows you to connect to your Gmail account and auto-send pre-written emails incorporating personalized touches with form data.
Benefit: Rather than manually sending the same email template every time you get a new user, you can configure that Gmail template once and have it send on all future submissions in a stage of your workflow.
Set Up Gmail Automation
Title: After selecting Send Gmail from the Action Items, you can give your action item a title. By default this title is set to 'Send Email', but you may want to give it a more specific title so you can differentiate your Gmail action items as you continue to build out your workflow.
Connect to Gmail Account: Click the "Sign in with Gmail" button and log in with your Gmail or Google Workspace account.
Click "Allow" to enable Reflective send emails on your behalf
And that's it -- you're all setup! Note, you can connect multiple Gmail accounts in case you want to vary the sender between action items
Customize Gmail Automation
You can customize the sender, recipient, subject and body of your Email action item.
- Recipients: You can add multiple email addresses in the To, Cc and Bcc fields. Email addresses could he hardcoded or you can pull an email address from the form data by clicking the blue + button in any of the fields.
- Subject & Body: Write the Subject and Body templates in the windows provided. To incorporate form data, click on the blue + button and select the field you would like to include at that location in your message. For example, you may want your Subject to say "Welcome to the Team @First Name!" where the first name is unique for every form submission that you would like to contact. In this example, you would select 'First Name' from the field dropdown.
Review Gmail Automation
The Review stage provides a live preview of the Email you have configured. If it looks good, click "Turn on Automation" to set it live and start using the automation on all future submissions.