​
How Send One-to-One Email Works

Send personal, individual emails that appear to come directly from team members. These emails are optimized for personal communication and typically see higher engagement rates than marketing emails.
One-to-one emails do not respect user marketing email opt-out settings. They should be used sparingly and only when necessary.

​
Configuration

Inputs

​
Send to
string
required
The ID of the user who will receive the email.
​
Send From
string
required
The ID of the team member the email will appear to come from.
​
Content
object
required
The HTML content of the email. Supports rich formatting and dynamic variables.
​
CC Emails
string[]
Additional CC recipients for team notifications and compliance.
​
BCC Emails
string[]
Additional BCC recipients for blind copy notifications.
​
Complete on Send Failure
boolean
required
Whether to stop the workflow if the email fails to send. Set to true to halt on failure, false to continue.

Outputs

​
status
enum
required
The status of the email send operation: success, failure, or skipped.
​
to_id
string
required
The ID of the user that the email was sent to.
​
email_id
string
The ID of the email that was sent (available on success).
​
create_email_options
object
The options used when creating the email (available on success).
​
create_email_response
object
The response from the email creation service (available on success).
​
code
enum
The code indicating why the email send operation failed or was skipped: resend_error, duplicate_email, or user_marketing_email_opt_out.
​
error_message
string
The message of the error that occurred (available on failure).
​
sender_config_id
string
required
The ID of the sender configuration used for the email.

​
Use Cases

Customer Success Outreach 
From: sarah@yourcompany.com
Subject: "How's your experience with [Product] going?"
Content: Personal check-in from assigned CSM
To: High-value customer who hasn't been active recently
Sales Follow-up 
From: john@yourcompany.com
Subject: "Quick question about your trial"
Content: Personalized sales follow-up based on trial usage
To: Trial user approaching end of trial period
Support Follow-up 
From: support-team-member@yourcompany.com
Subject: "Following up on your recent support ticket"
Content: Personal follow-up to ensure issue resolution
To: Customer who recently had a support ticket resolved
Onboarding Check-in 
From: customer-success@yourcompany.com
Subject: "How are things going with your setup?"
Content: Personal check-in during onboarding process
To: New customer in the middle of onboarding

​
Best Practices

Personal Touch
  • Use conversational, less formal tone compared to marketing emails
  • Include personal details about the customer’s situation
  • Reference specific interactions or usage patterns
Sender Selection
  • Choose appropriate team members based on the relationship
  • Use the customer’s assigned CSM or account manager when possible
  • Ensure the sender is prepared to handle responses
Content Strategy
  • Keep emails focused and actionable
  • Include clear next steps or calls to action
  • Personalize content based on user behavior and preferences
Response Management
  • Ensure senders are prepared to handle replies
  • Set up appropriate email routing for responses
  • Monitor response rates and engagement metrics