The "Send Transactional Email Using HTML" action within the Mailgun Transactional Emails App by Integration Glue allows you to send personalized, HTML-based transactional emails directly from HubSpot workflows. This action is useful for automating email communication, especially for events like account confirmations, password resets, order notifications, and more.
The action allows you to compose and send emails that use custom HTML, which means you can format the email's design with advanced elements like images, links, or buttons. This gives you the flexibility to create highly tailored and visually appealing emails while leveraging Mailgun's reliable transactional email infrastructure.
This action is particularly useful when:
- You need to send branded, professional transactional emails that include custom HTML content.
- You want to automate communication in response to specific actions, such as form submissions or user actions in HubSpot.
- You want to enhance email formatting for better user engagement with images, links, or dynamic content.
- 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
- Email Body of HTML The body content of your email in HTML format. This is where you can design your email with HTML tags, images, and styling.
- 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’s a concise step-by-step guide for setting up the "Send Transactional Email Using HTML" action in the Mailgun transactional emails app:
Step 1: Choose Mailgun Region
- Select the region where your Mailgun account is hosted (e.g., US, EU).
Step 2: Enter Mailgun Domain
- Input your Mailgun domain (e.g.,
yourdomain.com).
Step 3: Add Email Subject
- Enter the subject line of your email.
Step 4: Input Email Body in HTML
- Paste the HTML code for your email body.
Step 5: Set From Name
- Enter the name that will appear as the sender of the email (e.g., your company or personal name).
Step 6: Enter Reply Email Address
- Input the reply email address, which should match your Mailgun domain.
Step 7: Add Primary Recipients
- Enter the email addresses of primary recipients, separated by a semicolon (
;) if sending to multiple people.
Step 8: Add CC Recipients (Optional)
- Enter the email addresses for CC recipients, separated by a semicolon (
;).
Step 9: Add BCC Recipients (Optional)
- Enter the email addresses for BCC recipients, separated by a semicolon (
;).
Step 10: Attach HubSpot Files (Optional)
- Add HubSpot File IDs of any files to be attached to the email, separated by a semicolon (
;).
Step 11: Enable Logging on Enrolled Record (Optional)
- Check the box to log the email on the enrolled HubSpot record.
Step 12: Log Email on Contact Record(s) (Optional)
- Enable logging for contacts whose emails match the recipients.
Step 13: Log Email Against Another Record (Optional)
- Choose an object type (e.g., Deal, Company, Contact) to log the email against, and input the record ID.
Step 14: Save and Test
- Save your settings and test the workflow to ensure everything works as expected.