# Managing Email Templates in Workflow Steps > Learn how to use, edit, and manage email templates in GHL Customer Care workflows. Safely customize content in Send Email actions without affecting original templates. - Source: https://docs.ghlcustomercare.com/docs/marketing/workflow-email-action/managing-email-templates-in-workflow-steps - Section: Marketing / Workflow Email Action - Reading time: 6 min - Images: 15, each explained below --- Learn how to use email templates inside workflows without accidentally changing the original template. This guide explains how template behavior works, how to safely customize email content within a workflow, and how to manage updates across multiple steps. By the end, you’ll be able to confidently manage email templates while minimizing risk and confusion. --- **TABLE OF CONTENTS** - [What are Email Templates within Workflows](#what-are-email-templates-within-workflows) - [Key Benefits of Managing Email Templates in Workflow Steps](#key-benefits-of-managing-email-templates-in-workflow-steps) - [How to Use Email Actions for Workflows](#how-to-use-email-actions-for-workflows) - [Email Template Editor within Send Email Action](#email-template-editor-within-send-email-action) - [Sending a Test Email to Review Your Customizations](#sending-a-test-email-to-review-your-customizations) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- # **What are Email Templates within Workflows** In GHL Customer Care workflows, the “Send Email” action lets you add a saved email template to automate communication. While templates help standardize messaging, each workflow often needs small tweaks—like a different subject line or call-to-action. When you add a template to a Send Email action, GHL Customer Care creates a copy for that workflow step. If you keep **Sync Edits to Template** turned OFF, edits stay local to the workflow step and do not change the original template. If you turn **Sync Edits to Template** ON, changes in the workflow email and the original template update each other (bi-directional sync). --- ## **Key Benefits of Managing Email Templates in Workflow Steps** - **Safe Customization:** Edit emails directly in workflows without impacting the original template or other workflows. - **Flexible Reuse:** Use the same template across workflows and adjust it contextually as needed. - **Global Sync (When Needed):** Push updates from a template to selected workflow steps using a manual sync process. - **Template Library Growth:** Save any customized workflow email as a new template for future use. - **Reduced Risk:** Prevent unintended global changes during team collaboration or campaign edits. --- ## **How to Use Email Actions for Workflows** #### **Step 1:** Navigate to Workflow Campaigns There are 2 ways to navigate to Workflow Campaigns: - Go to **Marketing → Emails  → Campaigns → Workflow campaigns** ** ![Step 1 of 2: Go to Marketing → Emails → Campaigns → Workflow campaigns](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155058569605/original/D0Vbh2T2VoCLhxSp24piFTyQX_0c6Tekbw.jpeg) **Step 1 of 2: Go to Marketing → Emails → Campaigns → Workflow campaigns** This screenshot accompanies step 1 of 2 in the "Step 1: Navigate to Workflow Campaigns" section of "Managing Email Templates in Workflow Steps". At this point in the walkthrough you go to Marketing → Emails → Campaigns → Workflow campaigns. The next step is to go to Automation → Workflows. - Where to go: Go to Marketing → Emails → Campaigns → Workflow campaigns - Controls: Automation → Workflows - Next: Go to Automation → Workflows Full procedure: 1. Go to Marketing → Emails → Campaigns → Workflow campaigns <- this image 2. Go to Automation → Workflows ** - Go to **Automation  →  Workflows** ** ![Step 2 of 2: Go to Automation → Workflows](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155058569614/original/iT9kO_eJ9A4bgczSLY29U7V5qK_zxXRj1Q.jpeg) **Step 2 of 2: Go to Automation → Workflows** This screenshot accompanies step 2 of 2 in the "Step 1: Navigate to Workflow Campaigns" section of "Managing Email Templates in Workflow Steps". At this point in the walkthrough you go to Automation → Workflows. For context, this section explains: Go to Marketing → Emails → Campaigns → Workflow campaigns Go to Automation → Workflows. - Where to go: Go to Automation → Workflows - Controls: Automation → Workflows Full procedure: 1. Go to Marketing → Emails → Campaigns → Workflow campaigns 2. Go to Automation → Workflows <- this image ** #### **Step 2:** Add Send Email Action - Open an existing Workflow or create a new one - Add or edit a **Send** **Email** Action. ****Important:**** Before you move on to the next step, make sure to set up a trigger and define the basic structure of your workflow. This ensures your automation is ready for configuration. ![Step 2: Add Send Email Action (image 3 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055756159/original/H3gGkcmjhnMF_f2ORUFR0P7PrxLu2AD6zA.png) **Step 2: Add Send Email Action (image 3 of 15)** This screenshot appears in the "Step 2: Add Send Email Action" section of "Managing Email Templates in Workflow Steps". The text alongside this image reads: Important: Before you move on to the next step, make sure to set up a trigger and define the basic structure of your workflow. This ensures your automation is ready for configuration. Immediately after, the guide continues: Choose the path that matches your use case under Create Email. Choose from fast transactional notes, brand‑styled designs, or reusing proven templates. - What this covers: Important: Before you move on to the next step, make sure to set up a trigger and define the basic structure of your workflow. This ensures your automation is ready for configuration. - Controls: Send, Email - Next: Choose the path that matches your use case under Create Email. Choose from fast transactional notes, brand‑styled designs, or reusing proven templates. Full procedure: 1. Open an existing Workflow or create a new one 2. Add or edit a Send Email Action. #### **Step 3:** Choose how to Start Choose the path that matches your use case under **Create Email.** Choose from fast transactional notes, brand‑styled designs, or reusing proven templates. - **Quick Compose (default):** Simple editor for fast messages. - **Smart Builder:** Select Design, Code, or Plain Text editor to build from zero. - **Select Template:** Pick from My Templates or Templates Library. **Note:** Before editing the email content, fill out the basic email settings like From Name, From Email, CC, and BCC as needed. These ensure proper sender details are applied when the email is sent. ![Step 3: Choose how to Start (image 4 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055756221/original/QRLeeH3g50IZro5tI78F--iSemNplf70_w.png) **Step 3: Choose how to Start (image 4 of 15)** This screenshot appears in the "Step 3: Choose how to Start" section of "Managing Email Templates in Workflow Steps". The text alongside this image reads: Note: Before editing the email content, fill out the basic email settings like From Name, From Email, CC, and BCC as needed. These ensure proper sender details are applied when the email is sent. Immediately after, the guide continues: If using a template, use the Templates dropdown to select the email you want to use in this workflow step. Click the 3 dots icon in the template preview’s menu to Edit Design or Remove. Clicking Edit Design opens the Email Template Editor. - What to fill in: Note: Before editing the email content, fill out the basic email settings like From Name, From Email, CC, and BCC as needed. These ensure proper sender details are applied when the email is sent. - Controls: Create Email. - Next: If using a template, use the Templates dropdown to select the email you want to use in this workflow step. Click the 3 dots icon in the template preview’s menu to Edit Design or Remove. Clicking Edit Design opens the Email Template Editor. Full procedure: 1. Quick Compose (default): Simple editor for fast messages. 2. Smart Builder: Select Design, Code, or Plain Text editor to build from zero. 3. Select Template: Pick from My Templates or Templates Library. #### **Step 4:** Preview Template (Optional) If using a template, use the **Templates** dropdown to select the email you want to use in this workflow step. Click the **3 dots icon** in the template preview’s menu to **Edit Design** or **Remove**. Clicking **Edit Design** opens the Email Template Editor. Decide whether to **Sync Edits to Template** using the checkbox below. [Click here for more information on the Email Template Editor](#email-template-editor-within-send-email-action) ![Step 4: Preview Template (Optional) (image 5 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155058570516/original/GfPYykLPV6LC4NnPr0-u9Bl5y5yLyCMuyA.png) **Step 4: Preview Template (Optional) (image 5 of 15)** This screenshot appears in the "Step 4: Preview Template (Optional)" section of "Managing Email Templates in Workflow Steps". The text alongside this image reads: Click here for more information on the Email Template Editor. Immediately after, the guide continues: Expand Advanced Settings to enable. - What to click: Click here for more information on the Email Template Editor - Controls: Templates, 3 dots icon, Edit Design, Remove, Sync Edits to Template - Next: Expand Advanced Settings to enable: #### **Step 5:** Advanced Settings Expand **Advanced Settings** to enable: - **Link Tracking** → See clicks and CTR for each link. - **UTM Parameters** → Add campaign tracking tags. - **Tags on Actions** → Automatically tag contacts based on opens/clicks. ![Step 5: Advanced Settings (image 6 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155058570781/original/gBKS4HL8bbvrvjxvSxKFIpFLQ-HEYyZKvw.png) **Step 5: Advanced Settings (image 6 of 15)** This screenshot appears in the "Step 5: Advanced Settings" section of "Managing Email Templates in Workflow Steps". The text alongside this image reads: Link Tracking → See clicks and CTR for each link. UTM Parameters → Add campaign tracking tags. Tags on Actions → Automatically tag contacts based on opens/clicks. Immediately after, the guide continues: Click Save Action. Publish the workflow when ready. After sending, reopen the Email action to view Statistics. Click View Details or Click Performance for deeper insights. - What this covers: Link Tracking → See clicks and CTR for each link. UTM Parameters → Add campaign tracking tags. Tags on Actions → Automatically tag contacts based on opens/clicks. - Controls: Advanced Settings, Link Tracking, UTM Parameters, Tags on Actions - Next: Click Save Action. Publish the workflow when ready. After sending, reopen the Email action to view Statistics. Click View Details or Click Performance for deeper insights. Full procedure: 1. Link Tracking → See clicks and CTR for each link. 2. UTM Parameters → Add campaign tracking tags. 3. Tags on Actions → Automatically tag contacts based on opens/clicks. #### **Step 6:** Save and View Statistics - Click **Save Action**. Publish the workflow when ready. - After sending, reopen the Email action to view **Statistics**. Click **View Details** or **Click Performance** for deeper insights. ![Step 6: Save and View Statistics (image 7 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055756612/original/9r_BYtHVM9GR83eizIj4TOrGwIqywHVtJQ.jpeg) **Step 6: Save and View Statistics (image 7 of 15)** This screenshot appears in the "Step 6: Save and View Statistics" section of "Managing Email Templates in Workflow Steps". The text alongside this image reads: Click Save Action. Publish the workflow when ready. After sending, reopen the Email action to view Statistics. Click View Details or Click Performance for deeper insights. Immediately after, the guide continues: To open the Email Template Editor from the Sent Email action, click the 3 dots icon in the template preview and select Edit Template. This lets you customize the template specifically for this workflow step. - How to confirm: Click Save Action. Publish the workflow when ready. After sending, reopen the Email action to view Statistics. Click View Details or Click Performance for deeper insights. - Controls: Save Action, Statistics, View Details, Click Performance - Next: To open the Email Template Editor from the Sent Email action, click the 3 dots icon in the template preview and select Edit Template. This lets you customize the template specifically for this workflow step. Full procedure: 1. Click Save Action. Publish the workflow when ready. 2. After sending, reopen the Email action to view Statistics. Click View Details or Click Performance for deeper insights. --- ## **Email Template Editor within Send Email Action** To open the **Email Template Editor** from the **Sent Email** action, click the 3 dots icon in the template preview and select **Edit Template.** This lets you customize the template specifically for this workflow step. ![Email Template Editor within Send Email Action (image 8 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155058570887/original/4P7XidCB962LaeXF8BkhYfVMOE68gax3Dg.png) **Email Template Editor within Send Email Action (image 8 of 15)** This screenshot appears in the "Email Template Editor within Send Email Action" section of "Managing Email Templates in Workflow Steps". The text alongside this image reads: To open the Email Template Editor from the Sent Email action, click the 3 dots icon in the template preview and select Edit Template. This lets you customize the template specifically for this workflow step. Immediately after, the guide continues: The email editor includes several tools that help you customize the structure, design, and content of your template. Understanding these interface sections will make it easier to create professional, responsive emails. - What to choose: To open the Email Template Editor from the Sent Email action, click the 3 dots icon in the template preview and select Edit Template. This lets you customize the template specifically for this workflow step. - Controls: Email Template Editor, Sent Email, Edit Template. - Next: The email editor includes several tools that help you customize the structure, design, and content of your template. Understanding these interface sections will make it easier to create professional, responsive emails. ### **Overview of Email Editor Tools and Layout Options** The email editor includes several tools that help you customize the structure, design, and content of your template. Understanding these interface sections will make it easier to create professional, responsive emails. - **Template Title and Name Editing:** At the top-center, you can see the name of your email template. Click the pencil icon next to the title to rename the template. This helps you keep templates organized, especially when managing multiple versions or use cases. ![Step 1 of 6: Template Title and Name Editing: At the top-center, you can see the…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155058578999/original/mgsc6Y15EiDQMziQ_X4fG8QBoS2cDQ19ug.png) **Step 1 of 6: Template Title and Name Editing: At the top-center, you can see the…** This screenshot accompanies step 1 of 6 in the "Overview of Email Editor Tools and Layout Options" section of "Managing Email Templates in Workflow Steps". At this point in the walkthrough you template Title and Name Editing: At the top-center, you can see the name of your email template. Click the pencil icon next to the title to rename the template. This helps you keep templates organized, especially when managing multiple versions or use cases. The next step is to top Action Toolbar (Layout Controls): The row of icons below the title allows you to manage the layout and structure of your email. The Add Elements icon opens layout blocks, Manage Element icon manages layers, the Appearance icon sets global text styles, and the Saved Item icon handles template-level settings like width and padding. These tools give you foundational control over how your email is visually arranged. - What to click: Template Title and Name Editing: At the top-center, you can see the name of your email template. Click the pencil icon next to the title to rename the template. This helps you keep templates organized, especially when managing multiple versions or use cases. - Controls: Add Elements, icon, Manage Element icon, Appearance, Saved Item, 3 dots, See Version History, Settings, Save as new Template, Continue, Save, not - Next: Top Action Toolbar (Layout Controls): The row of icons below the title allows you to manage the layout and structure of your email. The Add Elements icon opens layout blocks, Manage Element icon manages layers, the Appearance icon sets global text styles, and the Saved Item icon handles template-level settings like width and padding. These tools give you foundational control over how your email is visually arranged. Full procedure: 1. Template Title and Name Editing: At the top-center, you can see the name of your email template. Click the pencil icon next to the title to rename the template. This helps you keep templates organized, especially when managing multiple versions or use cases. <- this image 2. Top Action Toolbar (Layout Controls): The row of icons below the title allows you to manage the layout and structure of your email. The Add Elements icon opens layout blocks, Manage Element icon manages layers, the Appearance icon sets global text styles, and the Saved Item icon handles template-level settings like width and padding. These tools give you foundational control over how your email is visually arranged. 3. Element Library (Drag-and-Drop Blocks): The vertical panel on the left displays all available drag-and-drop content blocks. You can add text, images, buttons, logos, dividers, social links, videos, footers, product grids, countdown timers, and more. These elements allow you to build rich, visual emails tailored to your message and goals. 4. View Mode and Editing Options: The section at the top-center lets you switch between editing and preview modes. You can also toggle between desktop, tablet, and mobile views to see how your email will appear on different devices. This is essential for ensuring responsive design. 5. Settings and Version History: Click the 3 dots icon to open a dropdown with See Version History and Settings. Within Version History you are able to view previous drafts of the template. Within Settings, you are able to update the Subject and Preview Text. 6. Save, and Save as New Template: After customizing your email, click Save as new Template in the top-right corner to store it for future use. This creates a new version in your template library without altering the original. After clicking Save as new Template, enter a name to identify your custom version. Click Continue to save it to your email template library for future use in other workflows. Click Save in the top-right corner to update the email within this workflow step. This saves your changes locally to the step only and does not create a new template in your email template library. - **Top Action Toolbar (Layout Controls):** The row of icons below the title allows you to manage the layout and structure of your email. The **Add Elements** **icon** opens layout blocks, **Manage Element icon** manages layers, the **Appearance** **icon** sets global text styles, and the **Saved Item** icon handles template-level settings like width and padding. These tools give you foundational control over how your email is visually arranged. ![Step 2 of 6: Top Action Toolbar (Layout Controls): The row of icons below the title…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155058579022/original/KCig9FJDo9lQk1_OrDUT0FmCabhltVlaIw.png) **Step 2 of 6: Top Action Toolbar (Layout Controls): The row of icons below the title…** This screenshot accompanies step 2 of 6 in the "Overview of Email Editor Tools and Layout Options" section of "Managing Email Templates in Workflow Steps". At this point in the walkthrough you top Action Toolbar (Layout Controls): The row of icons below the title allows you to manage the layout and structure of your email. The Add Elements icon opens layout blocks, Manage Element icon manages layers, the Appearance icon sets global text styles, and the Saved Item icon handles template-level settings like width and padding. These tools give you foundational control over how your email is visually arranged. The next step is to element Library (Drag-and-Drop Blocks): The vertical panel on the left displays all available drag-and-drop content blocks. You can add text, images, buttons, logos, dividers, social links, videos, footers, product grids, countdown timers, and more. These elements allow you to build rich, visual emails tailored to your message and goals. - What this covers: Top Action Toolbar (Layout Controls): The row of icons below the title allows you to manage the layout and structure of your email. The Add Elements icon opens layout blocks, Manage Element icon manages layers, the Appearance icon sets global text styles, and the Saved Item icon handles template-level settings like width and padding. These tools give you foundational control over how your email is visually arranged. - Controls: Add Elements, icon, Manage Element icon, Appearance, Saved Item, 3 dots, See Version History, Settings, Save as new Template, Continue, Save, not - Next: Element Library (Drag-and-Drop Blocks): The vertical panel on the left displays all available drag-and-drop content blocks. You can add text, images, buttons, logos, dividers, social links, videos, footers, product grids, countdown timers, and more. These elements allow you to build rich, visual emails tailored to your message and goals. Full procedure: 1. Template Title and Name Editing: At the top-center, you can see the name of your email template. Click the pencil icon next to the title to rename the template. This helps you keep templates organized, especially when managing multiple versions or use cases. 2. Top Action Toolbar (Layout Controls): The row of icons below the title allows you to manage the layout and structure of your email. The Add Elements icon opens layout blocks, Manage Element icon manages layers, the Appearance icon sets global text styles, and the Saved Item icon handles template-level settings like width and padding. These tools give you foundational control over how your email is visually arranged. <- this image 3. Element Library (Drag-and-Drop Blocks): The vertical panel on the left displays all available drag-and-drop content blocks. You can add text, images, buttons, logos, dividers, social links, videos, footers, product grids, countdown timers, and more. These elements allow you to build rich, visual emails tailored to your message and goals. 4. View Mode and Editing Options: The section at the top-center lets you switch between editing and preview modes. You can also toggle between desktop, tablet, and mobile views to see how your email will appear on different devices. This is essential for ensuring responsive design. 5. Settings and Version History: Click the 3 dots icon to open a dropdown with See Version History and Settings. Within Version History you are able to view previous drafts of the template. Within Settings, you are able to update the Subject and Preview Text. 6. Save, and Save as New Template: After customizing your email, click Save as new Template in the top-right corner to store it for future use. This creates a new version in your template library without altering the original. After clicking Save as new Template, enter a name to identify your custom version. Click Continue to save it to your email template library for future use in other workflows. Click Save in the top-right corner to update the email within this workflow step. This saves your changes locally to the step only and does not create a new template in your email template library. - **Element Library (Drag-and-Drop Blocks):** The vertical panel on the left displays all available drag-and-drop content blocks. You can add text, images, buttons, logos, dividers, social links, videos, footers, product grids, countdown timers, and more. These elements allow you to build rich, visual emails tailored to your message and goals. ![Step 3 of 6: Element Library (Drag-and-Drop Blocks): The vertical panel on the left…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155058579035/original/pG4hLWsyX5dSuC8W4qHOMMbj_cEXLRGUXA.png) **Step 3 of 6: Element Library (Drag-and-Drop Blocks): The vertical panel on the left…** This screenshot accompanies step 3 of 6 in the "Overview of Email Editor Tools and Layout Options" section of "Managing Email Templates in Workflow Steps". At this point in the walkthrough you element Library (Drag-and-Drop Blocks): The vertical panel on the left displays all available drag-and-drop content blocks. You can add text, images, buttons, logos, dividers, social links, videos, footers, product grids, countdown timers, and more. These elements allow you to build rich, visual emails tailored to your message and goals. The next step is to view Mode and Editing Options: The section at the top-center lets you switch between editing and preview modes. You can also toggle between desktop, tablet, and mobile views to see how your email will appear on different devices. This is essential for ensuring responsive design. - What this covers: Element Library (Drag-and-Drop Blocks): The vertical panel on the left displays all available drag-and-drop content blocks. You can add text, images, buttons, logos, dividers, social links, videos, footers, product grids, countdown timers, and more. These elements allow you to build rich, visual emails tailored to your message and goals. - Controls: Add Elements, icon, Manage Element icon, Appearance, Saved Item, 3 dots, See Version History, Settings, Save as new Template, Continue, Save, not - Next: View Mode and Editing Options: The section at the top-center lets you switch between editing and preview modes. You can also toggle between desktop, tablet, and mobile views to see how your email will appear on different devices. This is essential for ensuring responsive design. Full procedure: 1. Template Title and Name Editing: At the top-center, you can see the name of your email template. Click the pencil icon next to the title to rename the template. This helps you keep templates organized, especially when managing multiple versions or use cases. 2. Top Action Toolbar (Layout Controls): The row of icons below the title allows you to manage the layout and structure of your email. The Add Elements icon opens layout blocks, Manage Element icon manages layers, the Appearance icon sets global text styles, and the Saved Item icon handles template-level settings like width and padding. These tools give you foundational control over how your email is visually arranged. 3. Element Library (Drag-and-Drop Blocks): The vertical panel on the left displays all available drag-and-drop content blocks. You can add text, images, buttons, logos, dividers, social links, videos, footers, product grids, countdown timers, and more. These elements allow you to build rich, visual emails tailored to your message and goals. <- this image 4. View Mode and Editing Options: The section at the top-center lets you switch between editing and preview modes. You can also toggle between desktop, tablet, and mobile views to see how your email will appear on different devices. This is essential for ensuring responsive design. 5. Settings and Version History: Click the 3 dots icon to open a dropdown with See Version History and Settings. Within Version History you are able to view previous drafts of the template. Within Settings, you are able to update the Subject and Preview Text. 6. Save, and Save as New Template: After customizing your email, click Save as new Template in the top-right corner to store it for future use. This creates a new version in your template library without altering the original. After clicking Save as new Template, enter a name to identify your custom version. Click Continue to save it to your email template library for future use in other workflows. Click Save in the top-right corner to update the email within this workflow step. This saves your changes locally to the step only and does not create a new template in your email template library. - **View Mode and Editing Options:** The section at the top-center lets you switch between editing and preview modes. You can also toggle between desktop, tablet, and mobile views to see how your email will appear on different devices. This is essential for ensuring responsive design. ![Step 4 of 6: View Mode and Editing Options: The section at the top-center lets you…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155058579247/original/d17em5az_g5_UVj-5wFurHEDHpaSdLHJxw.png) **Step 4 of 6: View Mode and Editing Options: The section at the top-center lets you…** This screenshot accompanies step 4 of 6 in the "Overview of Email Editor Tools and Layout Options" section of "Managing Email Templates in Workflow Steps". At this point in the walkthrough you view Mode and Editing Options: The section at the top-center lets you switch between editing and preview modes. You can also toggle between desktop, tablet, and mobile views to see how your email will appear on different devices. This is essential for ensuring responsive design. The next step is to settings and Version History: Click the 3 dots icon to open a dropdown with See Version History and Settings. Within Version History you are able to view previous drafts of the template. Within Settings, you are able to update the Subject and Preview Text. - What to choose: View Mode and Editing Options: The section at the top-center lets you switch between editing and preview modes. You can also toggle between desktop, tablet, and mobile views to see how your email will appear on different devices. This is essential for ensuring responsive design. - Controls: Add Elements, icon, Manage Element icon, Appearance, Saved Item, 3 dots, See Version History, Settings, Save as new Template, Continue, Save, not - Next: Settings and Version History: Click the 3 dots icon to open a dropdown with See Version History and Settings. Within Version History you are able to view previous drafts of the template. Within Settings, you are able to update the Subject and Preview Text. Full procedure: 1. Template Title and Name Editing: At the top-center, you can see the name of your email template. Click the pencil icon next to the title to rename the template. This helps you keep templates organized, especially when managing multiple versions or use cases. 2. Top Action Toolbar (Layout Controls): The row of icons below the title allows you to manage the layout and structure of your email. The Add Elements icon opens layout blocks, Manage Element icon manages layers, the Appearance icon sets global text styles, and the Saved Item icon handles template-level settings like width and padding. These tools give you foundational control over how your email is visually arranged. 3. Element Library (Drag-and-Drop Blocks): The vertical panel on the left displays all available drag-and-drop content blocks. You can add text, images, buttons, logos, dividers, social links, videos, footers, product grids, countdown timers, and more. These elements allow you to build rich, visual emails tailored to your message and goals. 4. View Mode and Editing Options: The section at the top-center lets you switch between editing and preview modes. You can also toggle between desktop, tablet, and mobile views to see how your email will appear on different devices. This is essential for ensuring responsive design. <- this image 5. Settings and Version History: Click the 3 dots icon to open a dropdown with See Version History and Settings. Within Version History you are able to view previous drafts of the template. Within Settings, you are able to update the Subject and Preview Text. 6. Save, and Save as New Template: After customizing your email, click Save as new Template in the top-right corner to store it for future use. This creates a new version in your template library without altering the original. After clicking Save as new Template, enter a name to identify your custom version. Click Continue to save it to your email template library for future use in other workflows. Click Save in the top-right corner to update the email within this workflow step. This saves your changes locally to the step only and does not create a new template in your email template library. - **Settings and Version History:**Click the **3 dots** icon to open a dropdown with **See Version History** and **Settings**. Within Version History you are able to view previous drafts of the template. Within Settings, you are able to update the Subject and Preview Text. ![Step 5 of 6: Settings and Version History: Click the 3 dots icon to open a dropdown…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155058579134/original/J_v_kBCWLHFyxbg9uMKC4ac2JXMAM8TbYA.png) **Step 5 of 6: Settings and Version History: Click the 3 dots icon to open a dropdown…** This screenshot accompanies step 5 of 6 in the "Overview of Email Editor Tools and Layout Options" section of "Managing Email Templates in Workflow Steps". At this point in the walkthrough you settings and Version History: Click the 3 dots icon to open a dropdown with See Version History and Settings. Within Version History you are able to view previous drafts of the template. Within Settings, you are able to update the Subject and Preview Text. The next step is to save, and Save as New Template: After customizing your email, click Save as new Template in the top-right corner to store it for future use. This creates a new version in your template library without altering the original. After clicking Save as new Template, enter a name to identify your custom version. Click Continue to save it to your email template library for future use in other workflows. Click Save in the top-right corner to update the email within this workflow step. This saves your changes locally to the step only and does not create a new template in your email template library. - What to choose: Settings and Version History: Click the 3 dots icon to open a dropdown with See Version History and Settings. Within Version History you are able to view previous drafts of the template. Within Settings, you are able to update the Subject and Preview Text. - Controls: 3 dots, See Version History, Settings, Add Elements, icon, Manage Element icon, Appearance, Saved Item, Save as new Template, Continue, Save, not - Next: Save, and Save as New Template: After customizing your email, click Save as new Template in the top-right corner to store it for future use. This creates a new version in your template library without altering the original. After clicking Save as new Template, enter a name to identify your custom version. Click Continue to save it to your email template library for future use in other workflows. Click Save in the top-right corner to update the email within this workflow step. This saves your changes locally to the step only and does not create a new template in your email template library. Full procedure: 1. Template Title and Name Editing: At the top-center, you can see the name of your email template. Click the pencil icon next to the title to rename the template. This helps you keep templates organized, especially when managing multiple versions or use cases. 2. Top Action Toolbar (Layout Controls): The row of icons below the title allows you to manage the layout and structure of your email. The Add Elements icon opens layout blocks, Manage Element icon manages layers, the Appearance icon sets global text styles, and the Saved Item icon handles template-level settings like width and padding. These tools give you foundational control over how your email is visually arranged. 3. Element Library (Drag-and-Drop Blocks): The vertical panel on the left displays all available drag-and-drop content blocks. You can add text, images, buttons, logos, dividers, social links, videos, footers, product grids, countdown timers, and more. These elements allow you to build rich, visual emails tailored to your message and goals. 4. View Mode and Editing Options: The section at the top-center lets you switch between editing and preview modes. You can also toggle between desktop, tablet, and mobile views to see how your email will appear on different devices. This is essential for ensuring responsive design. 5. Settings and Version History: Click the 3 dots icon to open a dropdown with See Version History and Settings. Within Version History you are able to view previous drafts of the template. Within Settings, you are able to update the Subject and Preview Text. <- this image 6. Save, and Save as New Template: After customizing your email, click Save as new Template in the top-right corner to store it for future use. This creates a new version in your template library without altering the original. After clicking Save as new Template, enter a name to identify your custom version. Click Continue to save it to your email template library for future use in other workflows. Click Save in the top-right corner to update the email within this workflow step. This saves your changes locally to the step only and does not create a new template in your email template library. - **Save, and Save as New Template:** After customizing your email, click **Save as new Template** in the top-right corner to store it for future use. This creates a new version in your template library without altering the original. After clicking **Save as new Template**, enter a name to identify your custom version. Click **Continue** to save it to your email template library for future use in other workflows. Click **Save** in the top-right corner to update the email within this workflow step. This saves your changes locally to the step only and does **not** create a new template in your email template library. ![Step 6 of 6: Save, and Save as New Template: After customizing your email, click…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155058579387/original/nOMSSiQaw53zax_R3tebJO5PTWKhcZtmIQ.png) **Step 6 of 6: Save, and Save as New Template: After customizing your email, click…** This screenshot accompanies step 6 of 6 in the "Overview of Email Editor Tools and Layout Options" section of "Managing Email Templates in Workflow Steps". At this point in the walkthrough you save, and Save as New Template: After customizing your email, click Save as new Template in the top-right corner to store it for future use. This creates a new version in your template library without altering the original. After clicking Save as new Template, enter a name to identify your custom version. Click Continue to save it to your email template library for future use in other workflows. Click Save in the top-right corner to update the email within this workflow step. This saves your changes locally to the step only and does not create a new template in your email template library. - What to fill in: Save, and Save as New Template: After customizing your email, click Save as new Template in the top-right corner to store it for future use. This creates a new version in your template library without altering the original. After clicking Save as new Template, enter a name to identify your custom version. Click Continue to save it to your email template library for future use in other workflows. Click Save in the top-right corner to update the email within this workflow step. This saves your changes locally to the step only and does not create a new template in your email template library. - Controls: Save as new Template, Continue, Save, not, Add Elements, icon, Manage Element icon, Appearance, Saved Item, 3 dots, See Version History, Settings Full procedure: 1. Template Title and Name Editing: At the top-center, you can see the name of your email template. Click the pencil icon next to the title to rename the template. This helps you keep templates organized, especially when managing multiple versions or use cases. 2. Top Action Toolbar (Layout Controls): The row of icons below the title allows you to manage the layout and structure of your email. The Add Elements icon opens layout blocks, Manage Element icon manages layers, the Appearance icon sets global text styles, and the Saved Item icon handles template-level settings like width and padding. These tools give you foundational control over how your email is visually arranged. 3. Element Library (Drag-and-Drop Blocks): The vertical panel on the left displays all available drag-and-drop content blocks. You can add text, images, buttons, logos, dividers, social links, videos, footers, product grids, countdown timers, and more. These elements allow you to build rich, visual emails tailored to your message and goals. 4. View Mode and Editing Options: The section at the top-center lets you switch between editing and preview modes. You can also toggle between desktop, tablet, and mobile views to see how your email will appear on different devices. This is essential for ensuring responsive design. 5. Settings and Version History: Click the 3 dots icon to open a dropdown with See Version History and Settings. Within Version History you are able to view previous drafts of the template. Within Settings, you are able to update the Subject and Preview Text. 6. Save, and Save as New Template: After customizing your email, click Save as new Template in the top-right corner to store it for future use. This creates a new version in your template library without altering the original. After clicking Save as new Template, enter a name to identify your custom version. Click Continue to save it to your email template library for future use in other workflows. Click Save in the top-right corner to update the email within this workflow step. This saves your changes locally to the step only and does not create a new template in your email template library. <- this image --- ## **Sending a Test Email to Review Your Customizations** After editing your email template within the workflow, use the **Test Emails** field to enter one or more recipient addresses, then click **Send Test Mail**. This allows you to preview the customized email in an actual inbox and verify formatting, personalization, and design before saving the workflow action. ![Sending a Test Email to Review Your Customizations (image 15 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155058579463/original/K_TNfSUysr3LvCI7CI3R_mvLm6lz-bhI4g.png) **Sending a Test Email to Review Your Customizations (image 15 of 15)** This screenshot appears in the "Sending a Test Email to Review Your Customizations" section of "Managing Email Templates in Workflow Steps". The text alongside this image reads: After editing your email template within the workflow, use the Test Emails field to enter one or more recipient addresses, then click Send Test Mail. This allows you to preview the customized email in an actual inbox and verify formatting, personalization, and design before saving the workflow…. Immediately after, the guide continues: Q: Can I link a workflow email back to the original template after editing it? - What to fill in: After editing your email template within the workflow, use the Test Emails field to enter one or more recipient addresses, then click Send Test Mail. This allows you to preview the customized email in an actual inbox and verify formatting, personalization, and design before saving the workflow action. - Controls: Test Emails, Send Test Mail - Next: Q: Can I link a workflow email back to the original template after editing it? --- ## **Frequently Asked Questions** **Q: Can I link a workflow email back to the original template after editing it?** Yes—if the email action uses an existing template, you can turn \*\*Sync Edits to Template\*\* ON or OFF later. GHL Customer Care confirms the change in a modal. When sync is ON, edits in the workflow email and the template update each other. **Q: Can I track which workflow steps are using a specific template?** Yes. The Sync Changes tool in the Templates section shows a list of workflow steps that are currently linked to the selected template for syncing purposes. This helps with identifying where global updates will apply. **Q: What happens if I edit a synced workflow email after applying a global update?** Any manual changes you make after syncing will remain local to that workflow step. They will not affect the original template unless you save the edited version as a new template. **Q: Is there a way to preview changes before syncing a template across multiple workflows?** No. Syncing is a direct action that applies the current version of the template to the selected workflow steps. It’s recommended to review both the template and selected workflows before proceeding. **Q: Can I prevent team members from editing certain workflow emails after inserting a template?** There’s currently no lock or restriction on editing email actions within workflows. To manage this, consider documenting template usage policies or using role-based permissions to limit access. --- ## **Related Articles** - [Email Template Builder in Workflow Send Email Action](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/how-to-use-email-template-builder-in-the-workflow-send-email-action) - [Sync Edits (Continuous Sync) for Email Actions in Workflows](https://docs.ghlcustomercare.com/docs/marketing/workflow-email-action/how-to-use-the-sync-edit-checkbox-for-email-actions-in-workflows-continuous-sync) - [Email Statistics](https://docs.ghlcustomercare.com/docs/marketing/statistics/email-statistics) [](https://docs.ghlcustomercare.com/docs/email/lc-email-settings/email-tracking-for-lc-email) [ ](https://docs.ghlcustomercare.com/docs/email/lc-email-settings/email-tracking-for-lc-email) - [Click Tracking for Emails](https://docs.ghlcustomercare.com/docs/email/lc-email-settings/email-tracking-for-lc-email) - [Understanding UTM Parameters](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/understanding-utm-parameters-for-email-campaigns) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com