All about the Send Email step in Flodesk workflows

Flodesk allows you to send beautiful emails as one-offs or as steps in a workflow. Here's how to add your beautiful email creations to your workflow.

You can either Duplicate an existing email that is available on your Emails dashboard or Create new email.

This allows you to choose any email you've created in your My Emails area and pull it into your workflow as a copy with the Make a copy button.

Important: when you select Duplicate an existing email, the email that gets pulled into your workflow is an instance or clone of the email you chose.

This means that if you decide to edit the email pulled into your workflow by clicking the "Edit" button in the right-hand settings panel, you will be editing the clone of your original email, and these changes will not affect the original email you duplicated.

Additionally, if you edit the original email in your My Emails area, this will not affect your new workflow email.

Each must be edited separately:

• the original email in the My Emails area, or

• the new workflow email via the workflow email editor.

Click the Edit button on your workflow email thumbnail preview to edit a workflow email:

This allows you to create a new email from a template or from scratch, just like you would in the My Emails area. 

​Important: when you Create a new email in the workflow, your workflow emails are autosaved to your workflow but not to your My Emails area. 

If you'd like to save your workflow email creation as a template for future use, click the heart icon in the top-left corner of the workflow email builder to save the email to your favorites. 

You will then be able to access it from the template library under the "My favorites" tab in both the My Emails > Create new flow and the workflow editor when you select the Create new email button in the Send Email workflow step.

If you just want to look at the content or design of your workflow emails in a published workflow without editing them, you can do that without pausing the workflow first.

Step 1. On your Workflows dashboard, hover over the published workflow's card, click the three dots (...) and select "Preview"

Step 2. You'll see the Details screen showing the whole workflow

Step 3. Hover over an Email card and click "View email"

The email opens in a read-only mode in a new tab so you can review it's design and content.

Note: you can't edit the email, just view it. If you decide you need to update the email content, you have to pause the workflow first (unpublish).

While building your workflow, you can Duplicate an existing email that you have on your Emails dashboard. Or you can Create new email from scratch or choose a template from the email template gallery.

Use the heart icon in the top left corner of the email builder to save your email design as a favorite template. You can access it later by clicking on Create new email.

Additionally, if you just want to look at the emails in your published workflow, use the "Preview" option on your workflow's card.