The Send Email step sends an email with a subject line, body, and optional file attachments. You can also add a Header and Footer that wrap every send with consistent branding, like a logo at the top and a social links bar at the bottom. The body, header, and footer are rich text: format text, insert images, or switch to HTML mode when you want to paste in your own markup. It supports two sending modes: Formt for simple notifications, and Custom Domain for sending from your own verified domain.

Send from a Formt email address using shared sending infrastructure. The recipient is set directly in the step settings as a static value. Best for simple notifications to known, individual recipients.

• Send notification emails when a workflow completes or hits a milestone
• Alert yourself or a teammate about workflow results
• Send a one-off email to a specific person as part of a workflow

The recipient address is configured in the step settings, so it cannot be connected from upstream data. Cc and Bcc work the same way: type each address in, up to 5 across Cc and Bcc together, and the step stops before sending if there are more. Subject and body are required. Optional attachments accept files generated by upstream PDF or CSV steps.

Send from your own verified domain (e.g., sales@acme.com) using a dedicated sending server. The recipient email is a regular input field that can be connected from an upstream step. Required for sending to dynamic contact lists.

• Send personalized outreach emails to a contact list from CSV or Google Sheets
• Build automated email sequences as part of a multi-step workflow
• Deliver generated reports, PDFs, or CSV files as email attachments from your domain

Choose a verified domain and enter the local part of the from address (e.g., sales, hello, support). The recipient email is a regular input field that can be connected from an upstream step (e.g., a contact list row). The domain must be verified in Settings before use. If you use a real mailbox as the from address, recipients can reply directly to that inbox.

Can I add images to an email?

Yes. Click the image button in the body, header, or footer and pick an image to insert it. You can resize and align it after placing it. Images are hosted for you so they show up in the recipient inbox.

Can I add a consistent header and footer to every email?

Yes. Put a logo or intro in the Header and a social or sign-off bar in the Footer. The header is placed above the body and the footer below it on every send, so branding stays consistent without editing the body each time.

Can I send emails from my own domain?

Yes. Verify your domain in Settings, add the required DNS records, and select Custom Domain as the action. Emails are sent from your address (e.g., sales@yourdomain.com).

Can recipients reply to automated emails?

Yes, if you use a real mailbox as the from address (e.g., sales@yourdomain.com). Replies go directly to that inbox.

Can a CRM log every email this step sends?

Yes. Add your CRM's logging address (for example a DonorPerfect or HubSpot BCC-to-CRM address) to the Bcc field under Advanced settings. Every send gets a blind copy there, so it is recorded on the contact's record. Cc and Bcc each take a list. When you send from your own domain, you can add several addresses or reference one from an earlier step. When you send from Formt, each entry is an address you type in, with at most 5 across Cc and Bcc together, because the Formt address is shared by every customer. Every entry must be a valid email address, or the step stops before anything is sent. Inside a For Each, a Cc or Bcc is copied on every iteration, so a bulk send with a Cc mails that address once per recipient.

What happens if a recipient unsubscribes?

Their address is added to your org's suppression list. Future Send Email steps automatically skip suppressed addresses.

What if an address has bounced before?

An address that bounced or reported spam is blocked from delivery, and the run names it. A blocked recipient stops the step before anything is sent. A blocked Cc or Bcc does not: the email still goes to everyone else, the run log shows a warning, and the address is listed in the step's suppressed_recipients output. To unblock it once the mailbox works again, contact Formt support.