Create Emails for a Workflow

Create emails to use in marketing automation workflows at a later time.

To create an email:

  1. Click on “Email” on the left side of the marketing automation dashboard under “Create a new”

2) Enter your subject line, name, and from email address then press “Next”

3) Choose a template

4) Fill out the content of your email. You can drag and drop content on to the page including text, images, buttons, social actions or you can add your own HTML to the email

5) Preview the email or send a test to yourself. 

6) Once it's completed press “Finish”

If you create an Automation Workflow you will now be able to select the email as an option when setting up an email campaign.



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