Email Workflow Step

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Select the Email step

Select the ‘Email’ Action from the modal

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Enter the step details

Enter the step name and click on ADD CONTENT to add the Email contents

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Select a existing template or proceed without a template

While creating an email step,you can decide to use an existing template or create an email content without an existing template.

Option 1 : Selecting from an existing template

Option 2 : Proceed with out a template

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Capture the email details

Step 1 : Capture the sender details

Step 2 : Capture the email content

Step 3 (Optional): Select the physical adresss

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Adding the step to the workflow

Once the email content details are captured, the Email step can be added to the workflow. At this point ADD CONTENT button changes to EDIT CONTENT which indicates the message content is already added which can now only be modified.

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Inbox Step appears in the Workflow.