Send It Automations

What You'll Learn

What is a Send It Automation?

How to create a Send it Automation.

What are Send It Automations?

Send it Automations give you the ability to send email blasts to your contacts quickly, straight from the Net-Results Email Builder. A Send It Email Automation sends a single email to your contacts based on any Marketing Lists & Subscription Lists of your choosing.

How to create a Send It Automation?

Within the Net-Results email builder, there are two ways in which you can create a Send It Automation.

The first option is within this email itself! In the top right corner, you will see the “Send It” button.

The second option is via the Actions tab on the Emails page.

Upon selection of this button, within the email or from the Emails page, a folder will appear that will allow you to set your settings.

  • Automation Name- Provide a name for your Send It Automation.
  • Description: Optional- if desired provide a quick description of the Send It Automation for your team.
  • Launch Date/Time- Set the date and time for your Send It Automation the easy to use date picker
  • Automation Folder- Choose if you would like to store the Automation within a Folder
  • Reporting Tags- Quickly type to select any existing reporting tags, or create a new tags on the fly. You can add as many tags as you would like.
  • Recipient Marketing/Subscription Lists- Type to select any Marketing or Subscription lists you would like to be included in your Send It Automation
  • Include Individual Email Addresses- If you would like to ensure an individual recieves this specific email, type to enter their email address.
  • Exclude Marketing/Subscription Lists-Type to select any Marketing or Subscription lists you would like to be excluded from your Send It Automation.
  • Send as Transactional Email (checkbox)- Select this checkbox, if you would like to send as a Transactional Email. Please ensure not to use this for marketing emails. To learn more about Mass Transactional Emails here.

Once all settings have been set, your Send It Automation is set up and ready to go! To activate, select “Send It” and your Automation will be sent on the date and time of your choosing.

This Automations and any other Send It Automations statistics will be available to you via your Automations Dashboard. 

Video: Send It Automation Walkthrough

Please reach out to the Customer Success Team at with any questions on Send It Automations.

Updated on March 11, 2024

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