How to Use Email Template Builder in the Workflow Send Email Action

The email template builder is now integrated into our "Send Email" workflow action. With this you can now view and edit email templates directly in the workflow.

Key Benefits

  • Streamlined User Experience: Say goodbye to the hassle of navigating between tabs. Now, you can conveniently view and edit your email templates within the workflow environment, streamlining your user experience and enhancing productivity.

  • Reduced Back-and-Forth: Bid farewell to the back-and-forth confusion. By eliminating the need to toggle between different sections, you can focus on creating workflows seamlessly, ensuring swift and efficient execution.

    Click on Automation on the left panel, then select the workflow you wish to edit.

    You can edit the information by hovering over the template email and clicking on the "Edit" icon.

    Once you have edited and changed the template, click "Save".

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