How to create an email template?

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

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

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Design the email template

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

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Complete the design work

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Save the email template

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

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

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