Add an Email

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Overview

The Email component in the visual Flow builder is used to add automated emails into your flow series.

After dragging a new email into a flow, you will be able to configure your content and update key settings on the left-hand sidebar.

Add an Email

To add a new email into a flow series, drag the Email component from the sidebar and drop it on any bright green drop point. After adding a new email to your flow, the next step is to configure your content.

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After clicking Configure Content, you will be taken to a page where you can update the following for your new email:

  • From Label
  • From / Reply-To Email
  • Subject Line

You will then be asked to create your email content by using our drag & drop editor, our text-only editor, or by choosing a pre-built template from our library or your existing saved templates. 

Configure Email Settings

There are three key settings you can choose to configure for your email: 

  • Smart Sending 
    Enable Smart Sending to skip over recipients that have already received an email from you too recently. Default ON.
  • UTM Tracking
    Including UTM Parameters is useful for tracking clicks in Google Analytics. Default OFF.
  • Additional Filters
    Add Additional Filters to an email to further restrict who will receive it. Default OFF.

In the configuration sidebar for an Email, you can see and toggle the above settings at anytime. On the visual canvas, on each email card, you will also see icon indicators for each of these settings. When a setting is enabled, the corresponding icon will appear green. You can hover over one of these icons at any time to reveal a descriptive tooltip.

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Schedule an Email

Snip20180228_24.pngEmails, and other actions, are scheduled by Time Delays that are added ahead of them in a flow series.

You do not need to add a Time Delay if you would like an email to send immediately after the previous step. To the right, you will see that Email #1 is scheduled to send immediately after the trigger without any delay added.

After Email #1 in the example to the right, you will see a Time Delay configured to wait 2 days, followed by another email. Email #2 will send 2 days after Email #1.

This final email will send on Day 3 after the trigger -- we do this math for you, and indicate the timeline from the trigger in the bottom right of each email card.

Before turning a flow email live, you will want to ensure the proper Time Delay has been configured before it.

There are several different options you have when configuring a Time Delay to schedule emails in your series. You can set a time of day you'd like an email to send, and then localize sending by the recipient's own timezone. You can also restrict emails to only send on certain days of the week, for example if you want to avoid sending certain emails on weekends.

Change an Email's Sending Status

After you've created the content for your new flow email and previewed it, you are ready to turn your email from Draft to either Manual or Live mode: 

  • Draft
    This is the default status for a new email, and is the status you should use while you're still configuring your content and adjusting settings. When an email is in Draft, nobody will get queued up or receive the email.
  • Manual
    When you are done configuring a new email, and are interested in testing it out, you can place it in Manual mode. When an email is in Manual, it is active in your flow but no emails will trigger automatically at send time; you will need to manually review and send all scheduled emails.
  • Live
    To "turn on" an email in a flow series, you will need to change the email's status to Live. A Live email is active in your flow and is sending automatically.

Note that every new email is in a Draft state by default. Until you configure your email content, you will be unable to adjust the status to Manual or Live.

There are two ways you can change the status for an email. You can use the dropdown menu in the configuration sidebar, or you can change the status from the email card itself on the canvas.

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