> For the complete documentation index, see [llms.txt](https://docs.startdeliver.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.startdeliver.io/managing-customers/sending-emails.md).

# Sending Emails

Send emails to customers and users directly from Startdeliver.

<figure><img src="https://1065233822-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fttka6LKL3bc1LsaDzuI5%2Fuploads%2FrGVGKRELKglhC8eAJHSL%2FSka%CC%88rmavbild%202026-05-07%20kl.%2017.33.12.png?alt=media&amp;token=51e7fc6a-3c49-4288-ba1f-aba7c6250790" alt=""><figcaption></figcaption></figure>

**Where to find it:** Customer profile → Send email | Automations → Add Action → Actions on related items → Send email

**Who can access it:** All team members can send from a customer profile. Admins can add email actions in automations.

## Email

Email lets you send messages to users, team members, or external email addresses directly from Startdeliver. Use it for one-off outreach from a customer profile or for repeatable sends inside an automation.

Emails are sent from a connected mail account or a configured sender address. The available sender options depend on your team's setup.

***

### Sender

Choose who the email is sent from.

<figure><img src="https://1065233822-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fttka6LKL3bc1LsaDzuI5%2Fuploads%2FBNwyd9G2dTjQ2x00yaCj%2FSka%CC%88rmavbild%202026-05-07%20kl.%2017.35.27.png?alt=media&amp;token=6409efab-322f-472a-9a13-dcc2d9756896" alt=""><figcaption></figcaption></figure>

**My TeamMember** sends from your own connected email address. Use this for direct outreach that should come from you.

**The customer's team member** sends from the team member assigned to the customer at send time. Use this in automations when the message should come from the responsible CSM instead of a shared inbox.

If no team member is assigned, set a fallback sender. That ensures the email still sends.

**Shared addresses** send from a shared inbox such as `info@` or `support@`. Use this for team-wide or transactional communication.

***

### Recipients

The main recipient is filled in by default. You can add more recipients in **TO**, **CC**, and **BCC**.

<figure><img src="https://1065233822-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fttka6LKL3bc1LsaDzuI5%2Fuploads%2F2Hba93h7SGQn9wvdmbGH%2FSka%CC%88rmavbild%202026-05-07%20kl.%2017.34.28.png?alt=media&amp;token=ffb509f7-5e6c-4ed5-a276-af13173a4ebd" alt=""><figcaption></figcaption></figure>

Recipients can be:

* customer users
* team members
* plain email addresses

This gives you flexibility for direct customer outreach, internal visibility, or external stakeholders.

***

### Attachments

Attach files directly to the email before sending. This is useful for sharing documents, follow-ups, or supporting material without leaving Startdeliver.

***

### Templates

Load a messaging template to pre-fill the subject and body. This speeds up repetitive sends and keeps communication consistent across the team.

Manage messaging templates in **Settings → Templates**.

→ See [Templates & projects](/platform-settings/templates-and-projects.md)

***

### Sending from a customer profile

Use customer profile email when you want to send a message in the moment.

Common examples:

* onboarding follow-up
* meeting recap
* renewal outreach

This is best for personal, manual communication tied to a specific customer.

***

### Sending from automations

Use email in an automation when the message should send automatically based on a rule, schedule, or workflow step.

A common setup is to send from **The customer's team member** so the email feels personal even when it is automated.

If you use this option, make sure a fallback sender is configured.

→ See [Automations](/managing-customers/automations.md)

***

### Related pages

* [Google mail & calendar](/integrations-and-your-stack/google-mail-and-calendar.md)
* [MS365 mail & calendar](/integrations-and-your-stack/ms365-mail-and-calendar.md)
* [Automations](/managing-customers/automations.md)
* [Templates & projects](/platform-settings/templates-and-projects.md)