Sending Emails
Send emails to customers and users directly from Startdeliver.
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 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.
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.
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
Personalize emails with variables
Variables (sometimes called tags) are placeholders that Startdeliver replaces with real data when the email is sent. Use them to personalize an email without writing it again for every recipient, for example to greet each user by name or mention their company. Variables work in the subject, the body and the email signature, both in messaging templates and in emails you write directly. Variables work the same way in the signature as in the rest of the email. This means colleagues can share one signature, and each email still gets the right details.
How they work: Write the variable in double curly brackets. Most variables follow the pattern {{entity.field}}. The entity is what the data belongs to: user is the person receiving the email, and customer is the customer that user belongs to. The field is the name of the field in Startdeliver. When the email is sent, each variable is replaced with that recipient's own value. If you send to ten users, each of them gets their own name and company.
Recipient (user)
{{firstName}}
The user's first name
{{user.name}}
The user's full name
{{user.email}}
The user's email address
{{user.title}}
The user's title
Customer
{{customer.name}}
Customer name
{{customer.arr}}
Customer ARR
{{customer.seats}}
Number of seats
{{customer.renewsAt}}
Renewal date
Custom fields: Custom fields use the field's alias. Admins find the alias in Settings → Fields: click the field, and the alias is shown at the bottom. Write customfield followed by the alias. For example, the customer field "Plan" has the alias Plan, so the variable is {{customer.customfieldPlan}}. The user field "Phone Number" has the alias PhoneNumber, so the variable is {{user.customfieldPhoneNumber}}.
Good to know
If the field is empty for a recipient, the variable is replaced with nothing. Check that the data is filled in before sending to many users.
Preview email shows the variables exactly as you wrote them, not the real values. To see the result, send a test email to yourself.
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
Related pages
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