# New UI for Email Actions in workflows

> The Email Action in Workflows has been redesigned for simplicity and consistency. You can now compose, customize, and analyze emails seamlessly within…

- Source: https://docs.ghlcustomercare.com/docs/marketing/workflow-email-action/new-ui-for-email-actions-in-workflows
- Section: Marketing / Workflow Email Action
- Reading time: 2 min
- Images: 5, each explained below

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The **Email Action** in Workflows has been redesigned for simplicity and consistency.  
You can now compose, customize, and analyze emails seamlessly within one modern interface.

## **Overview**

The Email Action in Workflows now features a unified, intuitive UI, making the email creation process consistent and streamlined across Campaigns, Bulk Actions, and Workflows.  
You can now start, edit, and track emails seamlessly with advanced options like UTM tracking, click analytics, and template syncing all from a single interface.

**TABLE OF CONTENTS**

-   [Overview](#overview)
-   [What’s New](#whats-new)
-   [How to Use](#how-to-use)
-   [Benefits](#benefits)
-   [Frequently Asked Questions](#frequently-asked-questions)

## **What’s New**

#### **Unified Email Creation Flow**

All three areas : Workflows, Bulk Actions, and Marketing Campaigns now share the same builder experience.  
You can start from:

-   **Quick Compose** → A lightweight editor for fast emails.
    
    
![Step 1 of 3: Quick Compose → A lightweight editor for fast emails](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055811301/original/TyiBgF_MAuA1O1qwuVi2PIvdrvIF0cNDJA.png)

**Step 1 of 3: Quick Compose → A lightweight editor for fast emails**

This screenshot accompanies step 1 of 3 in the "Unified Email Creation Flow" section of "New UI for Email Actions in workflows". At this point in the walkthrough you quick Compose → A lightweight editor for fast emails. The next step is to smart Builder → Full-featured editor with Design, Code, or Plain Text modes.
- What this covers: Quick Compose → A lightweight editor for fast emails.
- Controls: Quick Compose, Smart Builder, Select Template
- Next: Smart Builder → Full-featured editor with Design, Code, or Plain Text modes.

Full procedure:

1. Quick Compose → A lightweight editor for fast emails.  <- this image
2. Smart Builder → Full-featured editor with Design, Code, or Plain Text modes.
3. Select Template → Use existing templates or choose from the Template Library.

    
-   **Smart Builder** → Full-featured editor with Design, Code, or Plain Text modes.
    
    
![Step 2 of 3: Smart Builder → Full-featured editor with Design, Code, or Plain Text…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055811304/original/FqyPY7dJI9KtEXuG8lznarDuE3E-3WD0Vw.png)

**Step 2 of 3: Smart Builder → Full-featured editor with Design, Code, or Plain Text…**

This screenshot accompanies step 2 of 3 in the "Unified Email Creation Flow" section of "New UI for Email Actions in workflows". At this point in the walkthrough you smart Builder → Full-featured editor with Design, Code, or Plain Text modes. The next step is to select Template → Use existing templates or choose from the Template Library.
- What this covers: Smart Builder → Full-featured editor with Design, Code, or Plain Text modes.
- Controls: Smart Builder, Quick Compose, Select Template
- Next: Select Template → Use existing templates or choose from the Template Library.

Full procedure:

1. Quick Compose → A lightweight editor for fast emails.
2. Smart Builder → Full-featured editor with Design, Code, or Plain Text modes.  <- this image
3. Select Template → Use existing templates or choose from the Template Library.

    
-   **Select Template** → Use existing templates or choose from the Template Library.
    
    
![Step 3 of 3: Select Template → Use existing templates or choose from the Template…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055811308/original/eaHUmmxGwwKjgkJXvfAIWjm-5H8-Xz3qrw.png)

**Step 3 of 3: Select Template → Use existing templates or choose from the Template…**

This screenshot accompanies step 3 of 3 in the "Unified Email Creation Flow" section of "New UI for Email Actions in workflows". At this point in the walkthrough you select Template → Use existing templates or choose from the Template Library.
- What to choose: Select Template → Use existing templates or choose from the Template Library.
- Controls: Select Template, Quick Compose, Smart Builder

Full procedure:

1. Quick Compose → A lightweight editor for fast emails.
2. Smart Builder → Full-featured editor with Design, Code, or Plain Text modes.
3. Select Template → Use existing templates or choose from the Template Library.  <- this image

    

#### **Advanced Settings**

Each email action now includes **expandable advanced settings** so you can fine-tune your campaigns:

-   **Link Tracking** → See click data and CTRs for every link.
    
-   **UTM Parameters** → Automatically append campaign tracking tags.
    
-   **Add Tags** → Automatically tag contacts based on opens or clicks.
    

![Advanced Settings (image 4 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055811325/original/oY-r-4PLURNUoSjN6TuoOhAEHxKl728pKA.jpeg)

**Advanced Settings (image 4 of 5)**

This screenshot appears in the "Advanced Settings" section of "New UI for Email Actions in workflows". The text alongside this image reads: Link Tracking → See click data and CTRs for every link. UTM Parameters → Automatically append campaign tracking tags. Add Tags → Automatically tag contacts based on opens or clicks. Immediately after, the guide continues: When selecting a template, you’ll see a new “Sync Edits with Template” checkbox.
- What to click: Link Tracking → See click data and CTRs for every link. UTM Parameters → Automatically append campaign tracking tags. Add Tags → Automatically tag contacts based on opens or clicks.
- Controls: expandable advanced settings, Link Tracking, UTM Parameters, Add Tags
- Next: When selecting a template, you’ll see a new “Sync Edits with Template” checkbox

Full procedure:

1. Link Tracking → See click data and CTRs for every link.
2. UTM Parameters → Automatically append campaign tracking tags.
3. Add Tags → Automatically tag contacts based on opens or clicks.

#### **Template Syncing**

When selecting a template, you’ll see a new **“Sync Edits with Template”** checkbox

-   Enable it to automatically sync updates from the original template continuously.
    
-   Disable anytime to make the email independent.
    
    #### **
    
    
![Step 2 of 2: Disable anytime to make the email independent](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055811331/original/MvJ1npxV1NVvuZlIw0SORzStDQK5lxEJYg.jpeg)

**Step 2 of 2: Disable anytime to make the email independent**

This screenshot accompanies step 2 of 2 in the "Template Syncing" section of "New UI for Email Actions in workflows". At this point in the walkthrough you disable anytime to make the email independent.
- What this covers: Disable anytime to make the email independent.
- Controls: “Sync Edits with Template”

Full procedure:

1. Enable it to automatically sync updates from the original template continuously.
2. Disable anytime to make the email independent.  <- this image

    
    **
    

For detailed steps on Template Syncing, check the dedicated Sync Edit Checkbox for Email Actions

## **How to Use**

1.  Go to **Marketing → Email Builder**.
    
2.  Click **Campaigns → Workflow Campaigns**.
    
3.  Add or edit an **Email Action**.
    
4.  Choose how to start your email:
    
    -   **Quick Compose (default)** → Simple editor for quick messaging.
        
    -   **Smart Builder** → Choose between Design, Code, or Plain Text editors.
        
    -   **Select Template** → Access saved templates or the Template Library.
        
5.  Expand **Advanced Settings** to:
    
    -   Enable **Link Tracking**
        
    -   Add **UTM Parameters**
        
    -   Set **Tags** 
        
6.  Click **Save** to complete your workflow email setup.
    

## 

## ****Benefits****

-   Easier onboarding, lower learning curve
-   Consistent experience across platform

## **Frequently Asked Questions**

**Q: What does “Sync Edits” do?**  
Keeps your email linked to its source template any updates to the original template auto-sync here as well. Turn it off to make the email independent.

**Q: How can I track link clicks?**  
Enable Link Tracking under Advanced Settings to see clicks and CTR for each link.

**Q: What are UTM Parameters for?  
**They help track where your email traffic comes from and is useful for analytics and campaign insights.

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com