To edit an existing follow-up email template, navigate to the Setup tab on the main menu (1), select Follow-up Emails (2) and the email template that you want to edit (3)

Edit Template Settings

• To edit 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)

  <aside> ✍🏻

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

  </aside>

• Save - remember to save your changes (7)

Edit Email Details

• Edit button - edit email details by clicking the pencil icon (1)

• Subject - by default, the subject of the email is set to: “Great Meeting You at {{eventName}}!”. This can be changed to fit your needs (2)
• Sender Name - choose who the email recipient will see as the sender (3)
• Reply-To address - the “Reply-to address” can be set to either the user who scanned the lead or a general company email address (4)
• Insert - use “magic words” for the Subject, Sender Name and Reply-To address fields by clicking Insert button (5).
  • Magic words that can be inserted are:
    • Event name
    • Recipient first name
    • Recipient last name
    • Recipient organization
    • User first name
    • User last name
    • User email
    • Flow Question Answers
  • Learn more about magic words here