How to create a Email template in Workflow?

Introduction:

Creating an email template within a workflow allows you to automate and personalize your communication with customers at every stage of their journey. Instead of sending one-size-fits-all messages, you can design targeted emails that are triggered based on specific actions, conditions, or events. This helps improve engagement, save time, and ensure consistent messaging across your campaigns.

In this article, you’ll learn how to create and customize an email template directly within a workflow, so you can deliver the right message to the right audience at the right time.

Here are the steps to create a message in Email marketing:

Step 1: Go to Workflow automation >> Messages

Step 2: Click on the Create from scratch button at the top-right corner of the screen.

Step 3: Click on New editor tab from the right sidebar.

Note: If you want to use Email marketing template in Workflow, you can check the article by visiting - Click here

Step 4: Create and customize the template according to your needs, and click on Save & exit.

To learn about the customization, click here.

Step 5: Give a name to the template, add the email subject, you can also provide a custom UTM parameter for tracking and either click on Save & continue edit or click on Save and exit.

 Once you create the template, it will appear in the email message section with its name. You can then use this template within a workflow.

Important Notes

• Ensure your email template is fully customized before saving, including branding elements, content, and layout.
• Always use dynamic shortcodes (e.g., customer name, order details) to personalize your emails and improve engagement.
• Test your email template by sending a test email to yourself to verify design, links, and responsiveness.
• Double-check all links, images, and call-to-action buttons to avoid broken or incorrect redirections.
• Provide a clear and relevant email subject line, as it directly impacts open rates.
• If using UTM parameters, ensure they are correctly configured for accurate tracking in analytics tools.
• Save your template properly—unsaved changes may be lost.
• Once saved, the template will be available in the Email Message section and can be reused across multiple workflows.
• Avoid overly heavy designs or large images, as they may affect email loading speed and deliverability.
  

Next⏭️

Use the email marketing template in the Workflow

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