How to create an email template?

Modified on Wed, 2 Oct at 11:58 AM

Steps to create an email template

Create a flow

Add the ‘Email Send’ step

Under the ‘Messaging’ section, you will get the ‘Send Email’ step


The system will allow you to configure that step. Please, click on the ‘Edit Email’ button


Design the email template

The system will load the email builder. Now, click on the ‘Visual Email Builder’ button


Complete the design work


Save the email template

Please, click on the ‘Action’ button and click on the ‘Save as Template’ button


Now, set a name for the template and hit the ‘Save’ button

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article