To create 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 button to start to create new email template (1)

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

Template Settings

• To start setup template settings you need to click on Edit button

• Template Details:

  • Template Name - you have the option to edit the template name given at the time of creation (1)
  • Flow - you can modify the flow to which this template is assigned (2)
  • Status - by default, new templates are set to Draft status. You can update the status to Active once the template setup is complete, or switch it to Archived if the template is no longer needed (3)

• When to Send:

  • Trigger - you need to decide when the email will be send. You have 3 options: “Always when flow is completed”, “When flow question gets any answer” and “When flow question gets specific answer(s)” (4)

  

  • Question - this field will appear if you select as a trigger “When flow question gets any answer” or “When flow question gets specific answer(s)” options. In this field you need to select question that will trigger sending the email. You can select only questions that are picklists (5)
  • Answer - this field will appear if you select as a trigger “When flow question gets specific answer(s)”. You need to select which answer or answers for specific question will trigger sending the email (6)

• Save - remember to save changes (7)

Template Sent

You can view statistics on how many times this email template has been sent to leads.