How to edit an email in Automation workflow?
You can add multiple emails to an automation workflow. This guide will let you know how you can edit an email in details.
To add Email into a workflow, just drag and drop the email item from the left column into your workflow at the center.
There are two editor types for emails:
- Drag and Drop
- Rich text editor
This article will guide you on how to edit/build email content in these two types.
1. Edit email by DRAG and DROP
- Email name: Enter email name. This is a required field.
- Internal Note (optional): Enter an internal note for this email, only admins can see this note.
- Email content: Click "Email Content" to open a new window and edit it in detail.
- After completing the above information, click on Edit email and select the type as Drag and Drop
- From: Select the sender of this email (Sender list is configured at Settings section)
- To: Enter the recipient emails. The default value is {{ customer_email }}, which allows sending this email to all of your contacts. This is a required field.
- Subject: Enter the Subject for this email. This is a required field. To add the variables to the subject, we can do the following
- Click on the subject
- Select an icon as shown in the picture below
- Click the icon to add the variable
- To edit email body, drag Row and then Item, Variable...
- Add Row:
- Support different row styles: Row Full, Row Two
- You can also freely edit the color, padding of the row at the Styles tab.
Add basic blocks:
- This app supports many types of basic blocks: Text, Image, Button, Link, Video, Divider
- You can customize each component in the Content and Style tabs
- Button: Drag the button into your email then go to the content tab to set up your button.
+ Button text: Enter your Call-to-Action text.
+ URL: Enter URL to be opened when clicking on the button.
+ This is a discount link: If selected, the discount you offer will be applied automatically when customers go to the checkout page. They do not need to copy and paste the code manually.
- Video: Drag and drop the video into your email, add its URL on the content tab.
Add Variables
- Drag the item text and drop it into the email
- Click the icon as shown in the picture and select the variables you want to insert into the email body
Use Template
With drag and drop emails, it is possible to load pre-made emails/templates for easier and quicker editing.
- To load the template:
+ Click Use template
+ Select the email/template you want to load and click the load button
2. Edit email using Rich Text Editor
After dragging and dropping the email into the workflow, click Edit and select a Rich text editor
- From: Click to choose a sender for the email
- To: Enter the recipient's mail address. If you are not sure what to enter, leave the default value
- Subject: Enter the subject of the email. This is a required field. It is possible to insert variables into the content of the subject.
- Click on the icon to display variable values
+ Click the icon to add the variable
+ To add more variables click on the variable then select Insert
- CC BCC:
- Click and enter the email address you want CC or BCC to come
- Email addresses are separated by a comma.
- Note: do not enter the same email address in BCC and CC
- Reply To: Select the email address to enter customer reply
- Email Content: Enter the content for the email
- After editing the content, click the preview tab to see it displayed
- Use the toolbar above to be able to change the content format of the email
- Click the icon as shown below to be able to view and edit the code for the email content
- Click the icon in the toolbar to be able to add variables
- Click the icon to add the variable
- To add more variables click on the variable then select Insert
- Send test email
- After completing the email content, you can send test email by choosing sender, choose reply to, BCC, CC email addresses for each email.
- From: Select the sender for the email
- To: Enter the address you want to send mail to.
- CC: Enter the email address you want to get CC to. (all receivers can know who receive your emails. Be careful to use it to send email to your customers). Mail addresses are separated by a comma
- BCC: Enter the email address you want BCC to. Mail addresses are separated by a comma
- Reply To: Select the email address you want to receive reply from customers
- Subject: Enter Subject for the email. This field is required.
- Send Test:
After completing the information click Send Test and enter the email address you want to send to
Click Send and check your email to view the real email look.
To add Email into a workflow, just drag and drop the email item from the left column into your workflow at the center.
There are two editor types for emails:
- Drag and Drop
- Rich text editor
This article will guide you on how to edit/build email content in these two types.
1. Edit email by DRAG and DROP
- Email name: Enter email name. This is a required field.
- Internal Note (optional): Enter an internal note for this email, only admins can see this note.
- Email content: Click "Email Content" to open a new window and edit it in detail.
- After completing the above information, click on Edit email and select the type as Drag and Drop
- From: Select the sender of this email (Sender list is configured at Settings section)
- To: Enter the recipient emails. The default value is {{ customer_email }}, which allows sending this email to all of your contacts. This is a required field.
- Subject: Enter the Subject for this email. This is a required field. To add the variables to the subject, we can do the following
- Click on the subject
- Select an icon as shown in the picture below
- Click the icon to add the variable
- To edit email body, drag Row and then Item, Variable...
- Add Row:
- Support different row styles: Row Full, Row Two
- You can also freely edit the color, padding of the row at the Styles tab.
Add basic blocks:
- This app supports many types of basic blocks: Text, Image, Button, Link, Video, Divider
- You can customize each component in the Content and Style tabs
- Button: Drag the button into your email then go to the content tab to set up your button.
+ Button text: Enter your Call-to-Action text.
+ URL: Enter URL to be opened when clicking on the button.
+ This is a discount link: If selected, the discount you offer will be applied automatically when customers go to the checkout page. They do not need to copy and paste the code manually.
- Video: Drag and drop the video into your email, add its URL on the content tab.
Add Variables
- Drag the item text and drop it into the email
- Click the icon as shown in the picture and select the variables you want to insert into the email body
Use Template
With drag and drop emails, it is possible to load pre-made emails/templates for easier and quicker editing.
- To load the template:
+ Click Use template
+ Select the email/template you want to load and click the load button
2. Edit email using Rich Text Editor
After dragging and dropping the email into the workflow, click Edit and select a Rich text editor
- From: Click to choose a sender for the email
- To: Enter the recipient's mail address. If you are not sure what to enter, leave the default value
- Subject: Enter the subject of the email. This is a required field. It is possible to insert variables into the content of the subject.
- Click on the icon to display variable values
+ Click the icon to add the variable
+ To add more variables click on the variable then select Insert
- CC BCC:
- Click and enter the email address you want CC or BCC to come
- Email addresses are separated by a comma.
- Note: do not enter the same email address in BCC and CC
- Reply To: Select the email address to enter customer reply
- Email Content: Enter the content for the email
- After editing the content, click the preview tab to see it displayed
- Use the toolbar above to be able to change the content format of the email
- Click the icon as shown below to be able to view and edit the code for the email content
- Click the icon in the toolbar to be able to add variables
- Click the icon to add the variable
- To add more variables click on the variable then select Insert
- Send test email
- After completing the email content, you can send test email by choosing sender, choose reply to, BCC, CC email addresses for each email.
- From: Select the sender for the email
- To: Enter the address you want to send mail to.
- CC: Enter the email address you want to get CC to. (all receivers can know who receive your emails. Be careful to use it to send email to your customers). Mail addresses are separated by a comma
- BCC: Enter the email address you want BCC to. Mail addresses are separated by a comma
- Reply To: Select the email address you want to receive reply from customers
- Subject: Enter Subject for the email. This field is required.
- Send Test:
After completing the information click Send Test and enter the email address you want to send to
Click Send and check your email to view the real email look.
Updated on: 26/07/2021
Thank you!