Email delivery, recipients & troubleshooting
Email delivery, recipients & troubleshooting
Organizing Workflows by CategoryFind out how to categorize your workflows, depending on their purpose.
Targeting Invoice Contacts in Workflow EmailsTarget contacts assigned to invoices who hold specific positions.
What Happens When an Email in a Workflow Fails to Send?Understand what happens when your Workflow fails to send an email.
Configuring Email Recipients & Contact Positions in a workflow
Workflow sending errorHow to diagnose your workflows to understand why an email did not send correctly
How to assign an invoice only contact in your workflows as a recipientEnsuring emails only go to the invoice recipient, not general contact or other recipients.
Why Did a Workflow Create Duplicate Tasks or Emails?Duplicate tasks/emails? Check if it’s an invoice workflow and switch to a customer workflow.
How to Send Workflow Emails to the Account Owner Using Smart FieldsSend internal emails in workflow to reach the assigned account owner.
Account Owner as Email Recipient in WorkflowsSend workflow emails directly to the customer’s account owner by selecting them as a recipient.
Ensure the Correct Recipient Name in WorkflowsAvoid multiple "To" recipients. Place secondary contacts in "Cc" to ensure correct name usage in smart fields.
Why did my workflow not run?Learn the common reasons why workflows may not trigger emails, SMS, or actions.
Workflow not Progressing or Sending Emails at the Scheduled Time