Where email shows up
- Trigger actions: any trigger 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 categories: recurring campaigns are just triggers in their own category, so they get the same conditions and audience controls as everything else.
Senders
Sending addresses live in Settings → Emails as a shared list, 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.