---
schema_version: "1"
id: 388f87a4306035664baf0271c4226e85f50c41de7c876e05d8a8c690bae1094d
title: Send Follow-Up Email Using an Email Template Example
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/automate_flow_build_example_send_and_log_email.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_example_send_and_log_email.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7236d7e08cc560316e70d5c3bd44d80a26e49bcf80af0e289efbe692231080d2
description: Walk through a complete example of a record-triggered flow that automatically sends a follow-up email to a case contact when a case is closed. This example uses the Send Email action with an existing email template that includes recipient merge fields.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Send Follow-Up Email Using an Email Template Example

Walk through a complete example of a record-triggered flow that automatically sends a follow-up email to a case contact when a case is closed. This example uses the Send Email action with an existing email template that includes recipient merge fields.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=platform.flow_ref_supported_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions and user interfaces that support Flow Builder. Some Flow Builder features integrate with other Salesforce products that require additional licenses.">View supported editions.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d336626e59">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d336626e59 ">To open, edit, create, activate or
              deactivate a flow using all flow types, elements, and features available in Flow
              Builder, including Einstein and Agentforce for Flow:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d336626e59 ">Manage Flow</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d336626e59 ">To create or update a case:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d336626e59 ">
              <ul>
                <li>Read on Case</li>

                <li>Create on Case</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

This example assumes you've already created the email template named Follow-Up Email After Case Is Closed. To learn about creating email templates, see [Create an Email Template in Lightning Experience](https://help.salesforce.com/s/articleView?id=sales.email_create_a_template.htm&type=5&language=en_US)

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_important.png)

Important To send email from Salesforce, the Send Email action in Salesforce Flow requires domain-level and user-level email verification. Email delivery fails if either the user's email address or the email-sending domain is unverified. See [Requirements to Send Email from Salesforce](https://help.salesforce.com/s/articleView?id=xcloud.security_email_verification_requirements.htm&language=en_US&type=5).

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_note.png)

Note If you're following along in an existing flow, make sure the Send Email action version is set to 1.0.1. To prevent broken email template ID references when you deploy a flow from one org to another, use the Email Template Name instead of the Email Template ID. To use an Email Template Name, change the Action Version in the Send Email action to 3.0.1 or later.

This example walks you through building a record-triggered flow on the Case object, from configuration to activation.

1. Open the Flows list view.
    
    - From the Automation app, select the **Flows** tab.
    - From the **Flows** tab in any Lightning app, click the actions menu and select **Open Flow**.
    - From Setup, in the Quick Find box, enter Flows, and then select **Flows**.
    
    Note that the Automation app and Flows tab options don't require Setup access.
2. Create a record-triggered flow.
    - From the Automation app, click **New** | **Triggered** | **Record-Triggered Flow**.
    - From Setup, click **New Flow** | **Triggered** | **Record-Triggered Flow**.
3. Configure the Start element.
    1. For Object, click **Case**.
        
        Case is selected because that's the type of record that triggers the flow when it's updated.
    2. For Trigger the Flow When, select **A record is updated**.
    3. In the Set Entry Conditions section, for Field, click **Stage**. For Operator, click **Equals**. For Value, enter **Closed**.
        
        A record is updated is selected, and this entry condition is added, because we want the flow triggered when a case is updated to a Closed status.
    4. Use the default values for the other fields.
4. Add and configure an Action element. The action element is used to send the email.
    1. Click ![Add element plus icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/flow_builder_add_element_plus.png), and select **Action**.
        
        A list of available actions opens.
    2. In the search bar, enter Send Email, and then click **Send Email**.
        
        For more information about the Send Email action, see [Flow Core Action: Send Email](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_sendemail.htm&release=264.0.0&type=5 "Use the Send Email action in Flow Builder to send emails to individual recipients, apply email templates, add attachments, and optionally log emails to related records' activity timelines. For bulk email to audience segments, use the Send Email Message element instead.").
    3. For Label, enter Send Follow-Up Email and use the default API name, Send\_Follow\_Up\_Email.
        
        Follow-Up Email After Case Is Closed is the name of the email template you previously created.
    4. For Recipient Addresses, click **Triggering Case**, click **Contact ID**, and then click **Email**.
    5. To add your existing email template, click **Use Email Template**.
    6. To use an Email Template Name, set the Action Version for the Send Email action to 3.0.1 or later, and select **Follow-Up Email After Case Is Closed** from the Email Template Name field.
    7. If you are on action version 2.0.1 or lower, search for and select **Follow-Up Email After Case Is Closed** in the Email Template ID field.
    8. For the Recipient ID value, click **Triggering Case**, and then click **Contact ID**.
        
        This step sets the email recipient to the case record that triggers the flow when it gets updated.
5. Save and name the flow.
6. To make sure that the flow works as expected, debug and test it by using different scenarios.
7. To start sending emails, activate the flow.
    
    ![A flow with a configured Send Email action](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/automate_flow_build_example_send_email_case_closed.png)

The flow sends an email to the contact of a case record when the stage is closed.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_important.png)

Important After migrating flows, always review and reconfigure the Send Email action to reference the new record IDs in the target Salesforce org. This step prevents broken references and makes sure that email delivery functions correctly after migration.

#### See Also

- [Test or Troubleshoot Flows with the Flow Builder Debugger](https://help.salesforce.com/s/articleView?id=platform.flow_test_debug.htm&release=264.0.0&type=5 "For flows that don't use Test Mode, use the Debug option to test or troubleshoot the flow. Review step-by-step details of how the flow runs and the path it takes.")
- [Send Email Action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_sendemail.htm&release=264.0.0&type=5 "Use the Send Email action in Flow Builder to send emails to individual recipients, apply email templates, add attachments, and optionally log emails to related records' activity timelines. For bulk email to audience segments, use the Send Email Message element instead.")
- [Global Variables Resource](https://help.salesforce.com/s/articleView?id=platform.flow_ref_resources_global_variables.htm&release=264.0.0&type=5 "System-provided variables store information that can be referenced throughout a flow. For example, it can contain information about the Salesforce org, flow, running user, or triggering record.")
- [Email Alert Actions](https://help.salesforce.com/s/articleView?id=platform.customize_wfalerts.htm&release=264.0.0&type=5 "An email alert is an email generated by an automated process and sent to the designated recipients. The action consists of the standard text and the list of recipients. You can use an email alert in an automation, such as a flow, approval process, or entitlement process. Legacy workflow rules and processes built in Process Builder or through the Invocable Actions REST API endpoint also use email alerts.")
- [Email Templates](https://help.salesforce.com/s/articleView?id=sales.email_templates_landing_page.htm&language=en_US)
- [Email Templates in Lightning Experience](https://help.salesforce.com/s/articleView?id=sales.email_templates_lightning_parent.htm&language=en_US)
- [Email Templates in Salesforce Classic](https://help.salesforce.com/s/articleView?id=sales.admin_emailtemplates.htm&language=en_US)
- [Email Template Builder](https://help.salesforce.com/s/articleView?id=sales.email_template_builder_parent.htm&language=en_US)