Workflows · 1 min read
Send Email Action Editor and Tracking Options
The Send Email workflow action brings writing, templates, tracking and testing together in one panel.
Ways to create the email
- Quick Compose: a simple editor for short emails and fast follow-ups.
- From Smart Builder: the full email builder.
- Select Existing Template: start from one of your saved emails or a Template Library design. Then decide whether the workflow email should stay synced with the template.
Tracking and tags
- Track Clicks: records link clicks for your email reports.
- UTM Tracking: adds UTM parameters to your links for analytics tools.
- Add Tags: tags contacts when they open or click.
Template sync
When you start from a template, Sync Edits to Template decides whether the workflow email and the template keep updating each other. It's off by default for new actions. With sync on, editing the workflow email can also change the original template.
Create an email action
- Go to Automation → Workflows and open or create a workflow.
- Add the Send Email action and give it a clear name.
- Enter the From Name, From Email and Subject. Add CC or BCC if needed.
- Choose Quick Compose, From Smart Builder or Select Existing Template.
- Review sync, tracking, UTM and tag settings.
- Use Test Emails and Send Test Mail to check content, links and sender details.
- Click Save Action, then save the workflow and publish it when it's ready.
Save Action saves the email step only. Save the workflow too.
See results
After emails go out, reopen the Send Email action and click Statistics.