Guide
Fibery can send emails via Action Button or Automation Rule. You have to connect your Gmail or SMTP account to do that.
Send email via buttons
For example, here we set up an action button to send emails to selected Accounts (every account has Email field, note how we map it in To field using {{Email}} syntax):
Then you can go to the Accounts table and you will see this popup before you send the email:
Send email via automation rule
You can send emails automatically and even build various flows (for example: send emails after Lead registration on the 1st, 2nd, and 3rd days).
Here is an example where we send an email with some questions to activated Leads. We set the Activated checkbox automatically based on usage patterns, and here is the rule that triggers the email:
Connect Gmail or SMTP account and specify To field (in this case the field in a lead is called Email).
Markdown support
Fibery can format email messages using markdown (and the result is HTML).
Mark Use markdown to format message the checkbox below a Message field and use Markdown Templates to format the message.
Automatic Markdown Parsing
Content entered without HTML tags is automatically parsed and rendered using Markdown formatting. This ensures that lists, headings, and emphasis are displayed correctly, even if the “Use MD to Format Message” option is not enabled.
You can write plain text with Markdown syntax (e.g., **bold**, # headings, - lists), and the system will handle the formatting for you.
File Attachments
You can attach files in Send Email action. File can be attached by using Fibery formula.
Limitations: Only 10 files can be attached to one email and the file size of each attachment should be less than 5Mb.
Reply Headers in Send Email action
You can set In-Reply-To: and References: headers in Send Email action, and it means you can actually create a button to reply to emails in Fibery.
This is how Reply action button can look:
How to send email from the corporate account
Let's say you use a common email box - new@fibery.io
Every user, that will use the button send email from this corporate email address, has to connect the email address here.
So, even if Admin already connected this email, every user has to connect it as well.
Why so?
Many (but not all!) of your teammates have access to this email account. And your email provider is aware of the permissions set - you already configured, who can send the email from this address (like here for Microsoft mailbox)
But Fibery is not aware.
So Fibery also needs to check, whether the User that clicks the button has access to this email address and has the necessary permissions.
And this additional step for everyone - "connect email address" - is exactly for this purpose. It checks permissions on the provider side. Without permissions, the User won't be able to connect the corporate email address to Fibery.
FAQ
Do you support HTML templates?
Yes, but via Markdown only (see above)
Can Fibery send 20K emails?
It depends on your Gmail or SMTP account. If you can do it via this account, then Fibery will do it as well.
Some of the emails I sent through FIbery are in the spam folder for the recipient
You send emails using your own connected email address. Unfortunately, we control nothing there. We are only making API calls to email providers on users' behalf. So, it is the same as if you wrote it in Gmail and sent it manually.
Why some text from the email automation (Gmail) is in purple?
Unfortunately, that problem is not on the Fibery side
The purple font is a default Gmail behavior- Gmail turns the font purple if that text has already been received in a previous email in the thread.
Troubleshooting
"Send Email" is invalid: Valid account for external action "Send Email"
You haven't connected your email account. Please follow these instructions (enable IMAP, generate password) and try again. You get this error because this account is not connected to Fibery yet.
If you connected your account, then it should appear in the drop-down menu. Otherwise, it means that:
You need to click on 'Connect Email account' in the drop-down (just like in the screenshot above), add your email and go to your Google account, follow this instruction https://support.google.com/mail/answer/185833?hl=en, and insert the password that you generated in the 'Password' field.
Failed to execute Action "Send Email": Query with permissions does not support collection field expression ended with the secured field. Use subquery expression, please
Unfortunately, currently, our templates support only one level of references.
So if the result is many emails - like in the screenshot - you will see this relatively ugly error.
We recommend using the "Join" syntax instead for small batches.
Or for a bigger batch, create the button on the "lowest" level - in our case Contact - and then click the button to apply batch action on all required Entities. Better to do that on a Table view with pre-setup filters.