How It Works #
- The Candidate reaches the Send Email Step.
- The Step is triggered automatically.
- The system sends the configured email.
- The email is delivered to the Candidate's inbox.
- The Journey continues automatically.
How to Configure #
- Open your Agent in the Agent Editor.
- Go to Path Steps. Choose Send Email.
- Click Configure on a Send Email Step.
- Enter the From Email Address (the sender's email).
- (Optional) Add CC and/or BCC recipients.
- Enter the Subject line.
- Write your Email Body.
- (Optional) Insert Merge Fields to personalise the content. Example: {{ firstname }}, {{ email }}.
- Click Save.
What the Candidate Sees #
The Candidate receives:
- An email in their inbox
- The subject line and message you configured
- Personalised content if Merge Fields are used
This happens outside the Runner — the email is delivered as a standard email. The Candidate does not need to do anything in the Journey interface.
Tips #
- Use a clear and relevant subject line
- Keep the message concise and easy to read
- Use Merge Fields to personalise the email (e.g., "Hi {{ firstname }}")
- Ensure the Candidate's email field is collected before this Step (e.g., via Contact Details Confirmation)
- Test the email by running through the Journey as a test Candidate
Notes #
- The email is sent immediately when the Step is triggered
- This Step runs automatically and does not require Candidate interaction
- If email delivery fails, check the email configuration and recipient data
- Emails are recorded against the Candidate's Journey and visible in the Candidate record