Edit Emails Inside The Workflow Builder

A small business owner managing a local retail shop wants to set up an automated email campaign for their new loyalty program. They can now edit email templates directly within the workflow builder, allowing them to craft personalized messages for their customers and quickly launch the campaign without any disruptions to their workflow.

Edit Emails Inside The Workflow Builder: The new feature allows businesses to edit email templates directly within the workflow builder, eliminating the need to open another tab or leave the workflow.

⭐️ Why Does It Matter To Your Business?

• Streamlined Workflow: Businesses can edit email templates directly within the workflow builder, saving time and effort.

• Improved Efficiency: By eliminating the need to switch tabs, businesses can make changes quickly and keep their focus on the task at hand.

• Simplified Editing: The ability to edit templates in-line makes the process more user-friendly, especially for those who are not tech-savvy.

⭐️ How To Edit Emails Inside The Workflow Builder:

1. Access the “Automation” tab from the left navigation menu, click on workflows from the upper navigation menu, and click on “+Create Workflow.”

   

2. Pick a template or start from scratch.

   

3. In the workflow builder, click on the “+” icon and click on the “Send Email” action from the action list.

   

4. You can conveniently view and edit your email templates within the workflow environment.

   

5. After clicking on edit, you will directly go to the email template builder.

   

This new feature improves the overall workflow experience within the CRM, making it more efficient and user-friendly for businesses, especially those who want to quickly create and manage their email marketing campaigns.