Email Cannons
Learn how to create, send, and manage single-recipient emails in Unificus.
What is an Email Cannon?
An Email Cannon is a richly-formatted message delivered to one recipient at a time. Unlike simple notifications, these emails offer the same design flexibility as Email Campaigns. You can direct them to Prospects or Clients, regardless of their invitation status (Invited or Uninvited).
You can activate Email Cannons through Kickoff Forms, Update Forms, No-Code Automation, CRM Import, or by manually entering a Contact.
Email Cannons require the PLUS Bundle Power-Up
Learn more about Email Campaigns
Creating an Email Cannon
IMPORTANT: Custom Menus may require you to manually enable visibility for both the Automations menu item and its sub-items.
Start by going to Automations > Email Cannons and clicking +Add Email Cannon.
Select your preferred editor type: Content Block Editor, WYSIWYG Editor, or Advanced Code Editor.
Configure your email settings:
- Email Cannon: Internal name for your reference (recipients won’t see this)
- Subject: The subject line in the sent message
- From Name: The sender name displayed in the email
- From Email: Auto-filled from your Marketing Settings
- Remove padding: Eliminate default margin spacing around text
- Suppress email wrapper: Send without your platform’s branding (colors, logo)
Learn about Email Send Settings
Click Save to proceed.
Build your email body. Since Email Cannons go only to Contacts, Placeholders are automatically available.
Add a Template by clicking the library icon (books icon) on the right.
Use the Preview eye icon to see how your email looks. Click the device icons (desktop, tablet, mobile) to check responsiveness.
Attach files using the paperclip icon—drag and drop files or click Select Files.
When ready, choose Save, Save & Keep Editing, or Save & Send.
Review the final preview. Enter an email address to test (note: Placeholders won’t populate in test emails).
Click Save Email Cannon or save as a Draft.
Sending an Email Cannon
Manually
Go to CRM > Contacts or CRM > Companies.
Click the Options menu (3 dots) next to your Contact or Company, then select Fire Email Cannon(s).
Choose one or more Cannons from the dropdown.
Via Forms
Email Cannons trigger when a Contact completes a Kickoff, Checkout, or Update Form.
Go to Forms and click +Create Form.
Select Kickoff Form, Checkout Form, or Update Form.
Pick one or more Cannons from the dropdown. (This option appears in Kickoff and Checkout Forms only after selecting Prospect or Client as the Role.)
Via No-Code Automation
Use the “Fire Email Cannon(s)” Automation action, available throughout the platform.
Select your desired Cannon(s) from the dropdown to trigger as part of the Automation.
When Adding a Contact
Fire an Email Cannon while manually creating a new Contact.
Go to CRM > Contacts and click +Add Contact.
Set the Role to Prospect or Client.
Select one or more Cannons from the dropdown.
During CRM Import
Trigger Email Cannons when importing Contacts into your CRM.
Learn about importing Contacts
Go to CRM > Contacts.
Select Import Contacts from the three-dot menu at the top.
Set the Role to Client or Prospect.
Choose one or more Cannons from the dropdown.
Managing Email Cannons
Go to Automations > Email Cannons.
Click the Options menu for the Cannon you want to manage.
- Preview: View how recipients will see the email
- Attached Files: View, download, or add file attachments
- Edit: Modify Cannon details and content
- Delete: Remove the Cannon permanently (cannot be undone). Existing Form and Automation triggers won’t send it.
- Duplicate: Copy the Cannon
Creating an Email Cannon Template
An Email Cannon Template is a pre-built email framework you can reuse as a starting point, saving time when creating similar Cannons.
Go to Automations > Email Cannons.
Click Templates in the top menu, then click +Add Template.
Choose your editor (WYSIWYG lets you switch to HTML anytime).
Give your template a title and design your email content just like a regular Email Cannon.
You can select an existing Template from the Select Template dropdown or start fresh.
Click Save when done.
When creating a Cannon or Template later, pick your Template from the dropdown to auto-populate its content. Customize as needed.
Managing Email Cannon Templates
Go to Automations > Email Cannons > Templates.
Click the Options menu (3 dots) next to the Template you want to manage.
- Edit: Modify the Template
- Preview: See how it appears to recipients
- Contribute Template: Share it to the Template Library (if enabled)
Learn about the Template Library
- Delete: Remove the Template permanently (cannot be undone)