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Adding Distribution Lists to Workflow Actions

Noga Tubi
Noga Tubi
  • Updated
How to add distribution lists when they are not detected
 

While creating an email action within workflows you might want to add a distribution list in the "From:", "To:" and "CC:" fields in addition to individual users. This way you can ensure an entire team received the emails as opposed to individuals only.

You might run into a scenario where you will want to use a distribution list that does not appear as an option.

Here are the different ways to add it to the platform so it will become an action.

 

"To" and "CC"

  • Within the "To" or "From" fields, in the email, type in the complete email address and then click on "Add new user with email"

  • Then type in the First Name and Last Name that you would like to display for this email or group and click "Add new user"

  • This new email address or group should now be selectable

"From"

  • You will see this as a pending user

  • Delete this user
    Pro Tip: If you have access to this email address you can accept the invite to choose a specific display First and Last name. Once this has been completed you can delete the user.

  • You can now select this user in any email sending or receiving field

 

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