For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/automations/email-sender-subject-header-fields.md.
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      • How do I edit the sender, subject, and header of an email in an automation?

      The Send email step card, in the automation canvas, shows three editable fields right there: Send from:, Subject:, and Header:. You don't need to open the email edit screen just to adjust these three — click each field on the card and type or pick a value.

      Role: any member with edit access to the workspace.

      Before you start: a Send email step in the automation and a configured email sender — see email domain.

      Edit from the card

      1. Find the Send email step in the automation canvas.
      2. In the Send from: field, click and pick one of the senders connected to the workspace.
      3. In the Subject: field, click and type the email's subject. It accepts contact and automation variables as {{name}} — each contact gets the subject with their own data. Use {{name|Customer}} to show "Customer" when the contact has no name. Inside the Send email screen, the {} button next to Subject lists the available variables and inserts the chosen one at the cursor.
      4. In the Header: field, click and type the text that shows as the preview in the recipient's inbox. It shows on its own, right after the subject — the first words of the email are not tacked on after it.

      The same three fields also appear inside the Send email screen (opened by clicking the email preview, further down the card) — it's the same setting in both places: what you type in one shows up immediately in the other.

      Inside the Send email screen, once you've filled in Send from: and Subject, a collapse button appears below the fields — click it to hide them and get more room for the visual editor. If you click that button before filling in the two required fields, it doesn't collapse: instead, it automatically focuses whichever field is still missing.

      If it did not work

      • The subject arrived with an empty gap where the name should be: the contact doesn't have that data filled in. Add a default value to the variable, for example {{name|Customer}}. Send test also shows the subject without contact data, since it goes to a standalone address.
      • Another text shows up next to the Header in the inbox: the email content still carries an old preview line (copied from another email, for example). Open the Send email step and save the automation: the Header becomes the only preview text.
      • The Send from: field is empty and lists no senders: no email sender is configured in the workspace yet. See email domain.
      • Activating the automation shows an incomplete channel step warning: the Send email step was created without a sender (by Max, for example). Open the step, pick a sender in the Send from: field, and activate again. See error codes.