Workflow Emails 101

Edited

Everything you need to know about the “Send Email” step in Flodesk Workflows

In Flodesk, you can automate your emails beautifully and efficiently by adding them directly into a workflow. Whether you’re welcoming new subscribers, delivering freebies, or running a sales sequence, the Send Email step lets you plug in a polished email exactly when it’s needed.

Two Ways to Add Emails to a Workflow

1. Duplicate an Existing Email

You can reuse any email from your Emails dashboard.

How:

  • In your workflow, click + Add step > Send Email

  • Select Duplicate an existing email

  • Click Make a copy to clone the email into your workflow

Important notes:

  • You’re pulling in a copy, not the original

  • Changes made in the workflow email don’t affect the original on your Emails dashboard

  • Likewise, edits to the original email won’t update the copy in your workflow

  • You can fully edit the workflow version by clicking Edit on the email thumbnail

Best for: Reusing emails you’ve already created elsewhere

2. Create a New Email

You can also build an email directly inside your workflow.

How:

  • Click + Add step > Send Email

  • Select Create new email

  • Design from scratch or choose a template from the gallery

Good to know:

  • This email is autosaved inside the workflow

  • It won’t appear in your Emails dashboard

Save a Workflow Email as a Favorite Template

Love the email you just created in a workflow? You can save it as a template for future use.

How:

  • Click the heart icon in the top left corner of the email builder

  • This adds it to My favorites in the template gallery

You’ll be able to reuse this favorite when:

  • Creating a new email in Emails

  • Adding a new email step in another workflow

How to View Emails in a Published Workflow (Without Pausing It)

Want to see what your email looks like in a live workflow, but don’t want to unpublish?

Here’s how:

  1. Go to your Workflows dashboard

  2. Hover over the published workflow's card and click the three dots (⋯)

  3. Select Preview

  4. Hover over the email step and click View email

Your email will open in read-only mode in a new tab, allowing you to review the design and content.

To make edits, you’ll need to pause (unpublish) the workflow.

Summary

Action

What to Use

Reuse an email you’ve already created

Duplicate an existing email

Design something from scratch

Create new email

Save and reuse a design

Click the heart icon to add it to Favorites

Just want to preview a workflow email?

Use the Preview > View email option on a live workflow

Flodesk makes it easy to blend automation with beauty—so your subscribers always get the right message at the right time.

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