Email Template Lead


Hi guys, I have been trying to setup a simple automation to send out an email template once a customer enters a pipeline (1 minute delay for testing purposes)

Once through to this section I have selected the following options before progressing. Once I have completed the next stage before I can approve, the "Email Template Lead" shows. There is only one question I have seen on the community support thread which doesnt address a work around or where this field is populated from.

In the email template, I have tried with and without a contact name to see if that helps (as that was the previous threads only solution) this has not helped however.

I have tried contacting support but the chatbot cancels the chat or wont put me through to a human to speak to, so I am hoping for some clarification here.

Thanks 😊