Email

Email is Nudge’s paper-trail channel: confirmations, summaries, quotes and newsletters that should sit in an inbox rather than a chat.

​

Where email shows up

• Automation actions: any automation can include an email action with its own delay, for example “state is Survey booked: send the confirmation email”.
• Bulk send: email is one of the channels a bulk send can compose.
• Newsletter-style campaigns: a recurring campaign is just an automation, so it gets the same conditions and audience controls as everything else. Label a few of them “Newsletter” and the Automation list will show you that set on its own.

​

Senders

Sending addresses live in Channels → Email as a shared list that everyone can read and admins can change, each with a label, an address and its own HTML signature. Every address has a Belongs to field:

• Set to a person: it is their address, and it gets picked automatically when they compose.
• Left unset: it is a shared address like info@ or support@, offered to everyone and auto-selected for nobody.

Click a sender to open it: the display name, who it belongs to, its signature, and Remove. The address itself is fixed once added, because it has to match what your sending account is authorized to send as. Wrong address means removing the row and adding the right one. Add sender opens a short form. One thing to know before you use it: typing an address here does not make it deliverable. The domain has to be verified on the sending account first, which is not something this screen can do, so ask the Autotakt team to set it up and then add it here.

​

Signatures

Each address on this page has its own signature, the one anyone gets when they have not chosen another. Anyone can edit it from the signature button in any email editor: the cog beside the address. The edit is global, so it changes what everyone gets from then on; emails already written keep their copy. You can also keep signatures of your own, as many as you like, each with a name (“Ozcan, full”, “Ozcan, short”). Make one from + New signature in the signature button’s menu, and choose who can use it: Only me, or Everyone, which puts it in your colleagues’ menu too. Only you can change or delete yours. The menu lists Mine first, then Shared: colleagues’ shared signatures and the addresses’ own. Click one to put it at the end of the email; it replaces the signature already there. While writing an email, the star beside a signature makes it your default for the address you are sending from, so it goes in by itself whenever you pick that address. An automation’s email action picks its own From address independently. Automated email and hand-written email are separate systems on purpose, the same split HubSpot draws between marketing and sales email, so nobody’s personal address gets attached to a campaign by accident.

​

Sending a one-off email

Open a contact and compose. The email opens in the bottom-right corner, like a new message in Gmail: click its title bar to fold it away and again to bring it back, use the expand button to write full screen, and the × to close it. The window reads top to bottom like Gmail’s too: From, To and Subject on their own lines, the message below, and one bar at the bottom with Send and the tools. Formatting (bold, lists, colour) sits behind Aa, and the ⋮ menu holds Edit HTML and Save as template. Once you start writing, the To line folds away, since the window’s title already names who you are writing to; click the From line to see it again. The From address is chosen for you in this order: the address a thread was already using, then the last one you deliberately picked, then your own, then the only one there is. If none applies, write the email anyway; pressing Send opens the From list so you can choose. To start from a template, click Templates at the end of the Subject line and type part of its name. Its subject and text fill in as this contact will get them, in their language with their details filled in, and you can change both. Left as it is, it goes out as the template; once you change it, it is your own email. Until you edit, a Template line above the subject names it; the × at its end puts back what you had before. Pick a variable from or by typing @ and it goes in as this contact’s own value, “Gez” rather than a First name placeholder. If the contact has no value for it yet, it goes in as a placeholder that fills in when the email is sent. The image button puts a picture from the media library into the text. Click an image in the text to resize it (Small, Best fit, Original size), give it alt text, or remove it. The link button asks for the address in a small window; leave it empty to remove a link. The arrow beside Send schedules the email: tomorrow morning, tomorrow afternoon, Monday morning, or a date and time you pick, in your own time zone. The note that appears says when it will go, and Undo cancels it. What you see while you write is what arrives: the spacing between paragraphs goes out with the email, so Gmail and other mail apps show it the same way, and text pasted in as a heading becomes ordinary text. Closing the window keeps your draft for that contact: open Email on them again and it is all still there. If the page reloads with a draft open, or the tab goes somewhere else and you come back, the window opens again by itself, reply and all. Drafts are kept in the browser you wrote them in, not across devices. The bin at the end of the bar throws a draft away, and sending clears it (Undo brings it back). To email several contacts at once, select them on Contacts and press Email. It is the same window, with one difference in how templates and variables behave: an untouched template goes to each contact in their own language, and variables stay as placeholders that fill in per person when the emails go out. The window says how many selected contacts have an email address; the rest are skipped. When you press Send, the window closes and a Sending… Undo note appears in the bottom-left corner for 10 seconds, like Gmail’s. Undo stops the email and reopens the window with everything as you left it. After 10 seconds the note says Email sent and the email appears in the contact’s activity. Switching sender swaps the signature rather than stacking a second one underneath. If you have edited the signature by hand, Nudge leaves your version alone; a duplicate signature is annoying, silently eating text you wrote is worse. To put an image in the email, paste it into the message or drop it onto the text: it lands where you let go. Drop a file anywhere else on the window and it is attached instead, shown under the message. The paperclip on the bottom bar opens the media library in the same window: an image goes into the message, a document is attached, and Attach as file on an image sends it as an attachment. You can also email an address that is not a contact yet. + New contact has Add and send email in its footer, which creates the row and opens the composer in one step. First name, last name and phone are all optional, so this stays type-the-address-and-go.

​

Inbound email

Email is two-way. Replies land in the Inbox alongside WhatsApp and calls, marked with an email pill, and a reply pauses automation for that contact like any other. Channels → Email also carries the workspace-level switches: an unsubscribe link on automated emails, open tracking, and whether an email from an unknown address should create a contact.

​

Templates and languages

Email templates support the same variables and language tabs as WhatsApp templates. The same language rule applies: if a template has language tabs and none matches the contact’s language (or your Default language, for a contact with none), Nudge holds the send rather than deliver the wrong language. Unlike WhatsApp, email actions send at any hour. Nobody’s phone buzzes for an email at 22:00, and morning inboxes are read top to bottom.