Conga Product Documentation

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Send Email

This activity sends an email to specified recipients. You need to define the recipients, subject, body type, and email content. When the workflow reaches this activity, the email is sent to all defined recipients with the specified body content.

  • Group: Communication
  • Nature: Non-Blocking

Example:

If a contract is rejected during the review process, the workflow automatically sends a fixed rejection email to the submitter.

Properties and activity information

Properties determines the initial behavior of the activity.

Note: This activity sends emails using the Organization-Wide Email Address. For more details, see Setting Up Organization-Wide Email Address.

Field

Description

Details
Display NameEnter the name of the activity.
Reference NameEnter the technical name of the activity. If left blank, the system automatically generates it based on the value in the Display Name field. The generated name removes special characters, eliminates spaces, avoids consecutive underscores, and joins words with a single underscore.
DescriptionProvide a description that is relevant to the activity.
Properties

Recipient Type

Select the type of recipients for the email. Multiple options can be selected. Based on your selection, the system displays the remaining input elements on the screen.

  • User: Sends the email to a specific user(s).
  • User Group: Sends the email to all users within a selected group.
  • Field: Allows you to search for fields in the context object that have a lookup to User, User Group, or Contact. You can select one of these fields to send the email accordingly.
  • Expression: Allows to use constants, variables, or formulas to dynamically update the recipient's email address.

To Addresses

Search for and select recipient email addresses from the list. You can also add email addresses that are not part of the application's user list.

CC Addresses

Search for and select email addresses to send a copy (CC) of the email. You can also add email addresses that are not part of the application's user list.

Field

Search for and select a field(s). For example, ActivatedBy.

Subject

Enter the subject line of the email.

Body Text Type

Select the format for the email content:

  • HTML: Use for rich text formatting.
  • Plaintext: Use for simple text.

Body

Enter the formatted email content.