How to load an existing email template in a flow?

  1. Overview
  2. Pro Max CRM
  3. Automation Flows
  4. How to load an existing email template in a flow?

Add the ‘Email Send’ step

Under the ‘Messaging’ section, you will get the ‘Send Email’ step

The system will allow you to configure that step. Please, click on the ‘Edit Email’ button

Design the email template

The system will load the email builder. Now, click on the ‘Visual Email Builder’ button

Load the email template

Please, click on the ‘Load Saved Template’ button, the system will allow you to select system available templates. Also, your personal templates.

On the ‘My Templates’ tab, you will get your own saved templates.

Complete the design work and save everything 🙂


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