What does the 'Send Transactional Email Using a Template' action do?

The "Send Transactional Email Using a Template" action within the Mailgun Transactional Emails App by Integration Glue allows you to send an email using a predefined HTML email template stored in your Mailgun account. This action is useful when you want to send consistent, personalized, and professional emails based on an existing template, without having to manually compose the HTML each time.

The action automatically selects the specified template from your Mailgun account and populates it with dynamic content, such as recipient names or other personalized information from HubSpot properties. By doing so, it streamlines the process of sending templated emails, ensuring that all emails sent through the workflow follow the same structure, are aligned with your brand's design, and are customized to each recipient's details.

This action is particularly useful when:

• You want to automate sending emails with a consistent design or layout, such as newsletters, transaction confirmations, or welcome emails.
• You need to personalize the email content based on properties from HubSpot records, such as the recipient’s first name, order details, etc.
• You are sending mass emails to multiple recipients but still want each email to look individualized and professional.

• Mailgun Region refers to the specific geographical region where your Mailgun account is hosted (e.g., US, EU). Choose the region that matches your Mailgun account's settings.
• Mailgun Domain he domain you’ve set up with Mailgun for sending emails (e.g., yourdomain.com). This needs to be entered exactly as it appears in your Mailgun account.
• Email Subject The subject line of the email you want to send. This will appear in the recipient's inbox
• Template refers to the name or identifier of the email template that you want to use when sending the transactional email through Mailgun.
• Template Data refers to the dynamic data that you want to pass into the email template for personalization or customization.
• From Name The name that will appear as the sender of the email. This could be your company name or a person's name, depending on how you want the email to appear.
• Reply Email Address (should be the same as your Mailgun domain) The email address where replies to the email will be sent. It should match your Mailgun domain for consistency and deliverability.
• Primary recipient/s (for multiple split with ';') A semicolon-separated list of primary recipients' email addresses. If sending to multiple recipients, list each address separated by ;
• CC recipient/s (for multiple split with ';') A semicolon-separated list of email addresses to receive the email as a "CC" (Carbon Copy). These recipients will see who else the email was sent to.
• BCC recipient/s (for multiple split with ';') A semicolon-separated list of email addresses to receive the email as a "BCC" (Blind Carbon Copy). These recipients will not see who else the email was sent to.
• HubSpot File ID/s to attach (for multiple split with ';') A semicolon-separated list of HubSpot File IDs that you want to attach to the email. This allows you to attach files stored within HubSpot
• Log email on enrolled record If enabled, this will log the sent email as an activity on the HubSpot record that initiated the workflow (enrolled record).
• log email on contact record/s (primary recipients, where the email matches an exsisting contact If enabled, the email will be logged against the HubSpot contact record(s) for the primary recipients, if they exist in your HubSpot CRM.
• Log email against another record - Object type Specify the type of HubSpot object (e.g., Deal, Company, Contact) where you want to log the email, aside from the enrolled record.
• Log email against another record - Record ID Specify the Record ID of the HubSpot record where you want to log the email. This could be a contact, deal, company, or another object.
  
  

Here is a step-by-step guide to set up the "Send Transactional Email Using a Template" action:

Step 1: Mailgun Region

• Description: Choose the region where your Mailgun account is hosted.
• Action: Select either US or EU based on your Mailgun account settings.

Step 2: Mailgun Domain

• Description: Enter the domain you’ve set up with Mailgun for sending emails (e.g., yourdomain.com).
• Action: Type the domain exactly as it appears in your Mailgun account.

Step 3: Email Subject

• Description: Provide the subject line for the email you want to send.
• Action: Enter the subject text that will appear in the recipient's inbox (e.g., "Your Order Confirmation").

Step 4: Template

• Description: Specify the name or identifier of the Mailgun template to use for the email.
• Action: Enter the template's name as set up in Mailgun (e.g., "OrderConfirmationTemplate").

Step 5: Template Data

• Description: Provide dynamic data to personalize the email template (e.g., customer name, order number).

Step 6: From Name

• Description: Set the name that will appear as the sender of the email (e.g., your company or a person’s name).
• Action: Enter the sender’s name (e.g., "Support Team").

Step 7: Reply Email Address

• Description: Provide the email address for replies to the email. This should be the same as your Mailgun domain.
• Action: Enter the email address (e.g., support@yourdomain.com).

Step 8: Primary Recipient/s

• Description: List the primary recipients’ email addresses.
• Action: Separate multiple email addresses with a semicolon (;) (e.g., johndoe@example.com;janedoe@example.com).

Step 9: CC Recipient/s

• Description: List the email addresses of recipients you want to CC.
• Action: Separate multiple CC addresses with a semicolon (;) (e.g., manager@example.com).

Step 10: BCC Recipient/s

• Description: List the email addresses of recipients you want to BCC.
• Action: Separate multiple BCC addresses with a semicolon (;) (e.g., admin@example.com).

Step 11: HubSpot File ID/s to Attach

• Description: Specify any HubSpot File IDs to attach to the email.
• Action: Separate multiple File IDs with a semicolon (;) (e.g., 12345;67890).

Step 12: Log Email on Enrolled Record

• Description: Enable this if you want to log the email as an activity on the HubSpot record that triggered the workflow.
• Action: Toggle this option on.

Step 13: Log Email on Contact Record/s

• Description: Enable this if you want to log the email against the contact records of the primary recipients.
• Action: Toggle this option on if the email matches an existing contact.

Step 14: Log Email Against Another Record - Object Type

• Description: Specify a HubSpot object (e.g., Deal, Contact, Company) where you want to log the email.
• Action: Choose the appropriate object type from the dropdown menu.

Step 15: Log Email Against Another Record - Record ID

• Description: Specify the Record ID for the object where you want to log the email.
• Action: Enter the specific Record ID for logging the email on another object (e.g., 123456).

Final Step: Save and Test

• Action: After filling in all the fields, save your workflow and run a test to ensure the email is sent correctly with the specified template and dynamic data.