Revised Flow for Email Templates in Workflows
Understanding the Change
Previously, editing a workflow email created from a template would inadvertently update the original template. This had a ripple effect, impacting all other workflows utilizing that template, with no prior warning. As a result, reusing templates became a risk for many users. Now, with the latest update, using a template-based email generates a secure, independent copy, ensuring that any edits made affect only that specific workflow step.
What This Means for You
- Localized Edits: Edits made to the email within a workflow now remain localized, preventing unintended global changes.
- Flexibility: You can either save your changes as a new template or sync global updates from the Templates section when required.
How to Utilize the New Feature
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Add and Edit Emails Safely
- While in a workflow, add an email using a template. Feel free to edit it as necessary—your changes will remain local to that workflow.
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Modifying Email Subjects
- To update the subject of your email, click on edit and adjust the settings accordingly.
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Global Updates to Templates
- Navigate to Marketing → Emails → Templates to apply changes globally.
- Open the specific template and click on "Sync Changes".
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Complete Synchronization
- Select the desired email actions and click "Sync Changes" again to apply.
- Bear in mind, syncing replaces the entire content of selected emails. Partial updates are not available.
Important Considerations
- The newly implemented safe-copy flow is valid for emails created or edited henceforth.
- Existing workflows with pre-existing email templates will not change unless you reconfigure or sync them manually.
To continue maximizing the benefits of your workflows and templates, visit our Done for You Services for additional support or to Request a Demo for a deeper dive.
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