How to prepare automation emails for sending

Set up sender details first

1. 1Open Settings, then Email.
2. 2Add your business or sender name, contact email, and valid mailing address.
3. 3Click Save sender details.
4. 4Return to Automations. A workflow with Send Email cannot be published until this setup is complete.

Build the email step

1. 1Open a custom workflow or start with Purchase follow-up or Abandoned cart recovery.
2. 2Add or select Send Email on the workflow canvas.
3. 3Write the subject, optional preview text, and message.
4. 4Keep the creator profile email as reply-to or enter the reply-to address you want to monitor.
5. 5Use supported product tokens only when the trigger supplies that product or order data.
6. 6For checkout-started recovery, put a Delay before Send Email and keep a clear product link in the message.
7. 7Validate, test, save, and publish the workflow.

Use product tokens

• {{product_title}} inserts the product title.
• {{product_url}} inserts the public product page.
• {{download_url}} inserts the secure download link when the purchase event includes one.
• {{order_id}} inserts the order ID.
• {{first_name}} inserts the contact first name when available.

What is added automatically

• LinkStack adds the saved sender name, mailing address, and contact email to HTML and plain-text versions.
• LinkStack adds an unsubscribe link automatically.
• Future automation sends use the sender details currently saved in Settings.
• You remain responsible for the content, audience, consent, and marketing rules that apply to the message.

When the Send Email step is skipped

• The sender mailing address is missing. This can affect a workflow that was already active before the requirement was added.
• The workflow contact or contact email cannot be found.
• The contact or email subscription is unsubscribed, blocked, or deleted.
• The address is suppressed after a bounce, complaint, or provider suppression.
• For abandoned-cart workflows, the purchase completed before the delayed email step ran.

Troubleshooting

1. 1If publishing is blocked, open Settings → Email and save every required sender field.
2. 2If a live run skips Send Email, open the automation run and check the skipped reason.
3. 3Confirm the contact has a primary email and is still subscribed.
4. 4Check whether a bounce, complaint, or unsubscribe suppressed the address.
5. 5Confirm the trigger provides the data used by your tokens, then test again.