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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…

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On this page
  1. Overview
  2. What’s New
  3. How to Use
  4. Benefits
  5. Frequently Asked Questions

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

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 What this shows Step 1 of 3: Quick Compose → A lightweight editor for fast emails. What this shows Shows what this covers for step 1 of 3 in the "Unified Email Creation Flow" section of "New UI for Email Actions in workflows". 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. Step 1 of 3Image 1 of 5 What this coversQuick Compose → A lightweight editor for fast emails.
    Buttons and menus referenced Quick ComposeSmart BuilderSelect Template
    Next stepSmart Builder → Full-featured editor with Design, Code, or Plain Text modes.
    All 3 steps in this 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… What this shows Step 2 of 3: Smart Builder → Full-featured editor with Design, Code, or Plain Text modes. What this shows Shows what this covers for step 2 of 3 in the "Unified Email Creation Flow" section of "New UI for Email Actions in workflows". 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. Step 2 of 3Image 2 of 5 What this coversSmart Builder → Full-featured editor with Design, Code, or Plain Text modes.
    Buttons and menus referenced Smart BuilderQuick ComposeSelect Template
    Next stepSelect Template → Use existing templates or choose from the Template Library.
    All 3 steps in this 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… What this shows Step 3 of 3: Select Template → Use existing templates or choose from the Template Library. What this shows Shows what to choose for step 3 of 3 in the "Unified Email Creation Flow" section of "New UI for Email Actions in workflows". 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. Step 3 of 3Image 3 of 5 What to chooseSelect Template → Use existing templates or choose from the Template Library.
    Buttons and menus referenced Select TemplateQuick ComposeSmart Builder
    All 3 steps in this 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) What this shows Link Tracking → See click data and CTRs for every link. What this shows Illustrates the "Advanced Settings" section of "New UI for Email Actions in workflows". 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. Image 4 of 5 What to clickLink 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.
Buttons and menus referenced expandable advanced settingsLink TrackingUTM ParametersAdd Tags
Next stepWhen selecting a template, you’ll see a new “Sync Edits with Template” checkbox
All 3 steps in this 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 What this shows Step 2 of 2: Disable anytime to make the email independent. What this shows Shows what this covers for step 2 of 2 in the "Template Syncing" section of "New UI for Email Actions in workflows". 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. Step 2 of 2Image 5 of 5 What this coversDisable anytime to make the email independent.
    Buttons and menus referenced “Sync Edits with Template”
    All 2 steps in this 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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