To create a new follow-up email template, navigate to the Setup tab on the main menu (1), and select Follow-up Emails (2).

New Email Template

• New Email Template - click the New Email Template button to start to creating a new email template (1)

• Enter a Name for the template (2)
• Select which Flow you would like to use with this template (3)
• Remember to Save your set-up (4)

Template Settings

• To configure your template settings, click the pencil icon

• Template Details:
  • Template Name - if needed, edit the template name (1)
  • Flow - assign a flow to this template (2)
  • Status - by default, new templates are set to Draft status (3). You can:
    • update the status to Active once the template setup is complete
    • switch it to Archived if the template is no longer needed
• When to Send:
  • Trigger - decide which of the following criteria will trigger the email to send:
    1. “Always when flow is completed”
    2. “When flow question gets any answer”
    3. “When flow question gets specific answer(s)” (4)

• Question - this field will only appear if “When flow question gets any answer” or “When flow question gets specific answer(s)” are selected as the triggers.
  • The Question field will prompt you to select a previously configured question that will act as the trigger for sending an email.
• Answer - this field will only appear if the Question selected is “When flow question gets specific answer(s)”.
  • Decide & select which answer (or answers) will trigger sending the email (6)

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Note: Only questions that have answers presented as a picklist will be shown in the dropdown list (5).

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