Topline OS refreshes the Send Email action inside Workflows. Choose a template or start from scratch, personalize with merge fields and conditional blocks, preview by sample contact, and test-send—all without leaving the workflow builder. Clear safeguards highlight missing subjects, broken links, or compliance gaps so automated emails go out polished and on-brand.
Redesigned composer embedded in the Send Email action
Template picker with search, categories, and recent templates
Inline personalization: merge fields, conditional content, link tracking, UTM tagging
Live previews: desktop/mobile toggles, dark mode check, sample-contact preview
Test send to one or more addresses before you publish
Sender profiles and reply-to selection, plus signature/brand kit support
Deliverability/compliance checks: subject required, image weight, broken links, missing unsubscribe/footer
Visibility of automatic suppressions (unsubscribed, bounced, invalid) and fallback handling for missing merge data
Autosave drafts and version history per action; reuse recent configurations
Support for per-step send windows and timezone-aware scheduling when paired with delays/waits
Pick templates tied to your brand kit so colors and footers are consistent
Keep one primary CTA; add UTMs that match your analytics conventions
Set sensible fallbacks for merge fields (e.g., First name → there) to avoid blanks
Use conditional blocks to tailor content by segment, lifecycle stage, or tags
Test send using a few contact samples, including edge cases with minimal data
Step 1
Open Automations → Workflows and create or edit a workflow. Add or open a Send Email action and click Choose template or Start from scratch. Edit subject, from/sender profile, reply-to, and body content. Insert merge fields and optional conditional blocks.
Step 2
Enable link tracking and add UTM parameters if needed. Confirm your unsubscribe/footer is present.
Do unsubscribed or bounced contacts get emails?
No. They’re automatically suppressed. The review panel shows suppression categories.
Can I use my existing email templates?
Yes. Select from your template library or recent templates within the action.
Can I set different sender profiles per action?
Yes. Choose a verified sender and reply-to for each Send Email step.
Does this support conditional content?
Yes. Show/hide blocks based on fields, tags, or conditions supported by the editor.
How do I schedule when a workflow email sends?
Use Delays/Waits and Send windows in the workflow around the email action; the email itself sends immediately when its turn is reached.
Will brand colors and footers carry over?
If your template uses brand tokens/kit, they’ll apply automatically.
Can I see broken links or missing fields before publish?
Yes. Pre-send checks flag broken links, oversized images, missing subject, and missing unsubscribe/footer; merge fields can use fallbacks.
