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An Email step sends a message by email from a per-person track. Email delivery must be enabled for your workspace.

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Set it up

  1. Add an Email step.
  2. Choose the recipient and any CC or BCC recipients.
  3. Set the subject and write the message.
  4. Optionally set the sender name and reply-to address.
  5. Choose its day and send time.
Recipient options include the participant and their manager. CC and BCC can include a manager, mentor, selected member or fixed email address. The message supports formatting, links and inline images. If no sender name is set on the step, Doozy uses the account email setting, then your company name.

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Before the first day

With preboarding enabled, schedule an email before Day 1 to reach a new hire at their personal email address. Quizzes, surveys and tasks still require Slack; they can’t be delivered by email.

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Delivery status

Sent means the email service accepted the message. Delayed means delivery was deferred. The step completes when all primary To recipients have a delivered status. A bounce, block or spam status for a To recipient fails the step. A delivery problem affecting only a CC or BCC recipient appears as a warning.