A workflow.
Email Configuration.
Click on the “Add your first action” button and select the first action “Send Email”.
The Send Email action settings will show up. Edit this as needed.
Note: if you need to add a trigger to this workflow, do that first. If you will be manually adding your leads to this workflow then a trigger will be unnecessary.
NOTE: the {{message.body}} variable, if added, will always return the entire message body, rather than being trimmed to 100 characters.
Once you have all the fields filled out, click on Save Action.
Text-Wrap Tool for Send Email Action: Ensure emails are properly formatted and responsive by using the new text-wrap tool in the Send Email action of the workflow builder. This feature addresses issues some users experienced when copying content from other editors, where line breaks were not preserved, resulting in non-responsive emails on Outlook mobile. With this tool, users can ensure their emails are properly formatted and responsive across different email clients.
How to Use: In the Send Email action, look for the text-wrap icon and click on it after adding your content to ensure proper formatting.
Note: If you want to send additional follow-up emails, it is suggested that you add a Wait step in between the Send Email action steps to give time between emails. You can add minutes, hours, or days.
Once your workflow is ready, place it on Publish mode, and save.
The Email Template Builder’s "Send Email" workflow action enhances your workflow creation process by providing unparalleled convenience and efficiency.
Streamlined User Experience: Simplify your workflow by editing and viewing email templates directly within the workflow environment.
Reduced Back-and-Forth: Eliminate confusion by integrating the Email Template Builder. With this feature, there's no need to toggle between different sections, allowing you to focus on creating workflows efficiently for smoother execution.
This enhancement in the Email Template Builder within Workflows allows users to save their changes as new templates, ensuring the original templates remain unaltered. This provides flexibility for tailoring templates to specific needs without starting from scratch.
For instance, marketing teams can now create multiple versions of an email campaign by tweaking the original template and saving each version separately.
To use this feature, navigate to Workflows, open the Email Action, choose a template from the dropdown, click on the Edit option on the thumbnail, make the required edits, and then select "Save as New Template."
Specify the name of the new template
Note: In other integrations (Like Template builder integration with Contacts), we still support only the "Save" option.
Auto-Focus on Text Editor: When adding a comment in any action, the cursor automatically focuses on the text editor.
Email Template Selection in Workflows: When selecting an email template in workflows, the "updated at" date is displayed in sync with the "updated at" date shown in the Email Templates section
