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Understanding Workflow Templates

Workflow templates are pre-configured email sequences that help you maintain consistent and effective communication with your leads. Each template consists of multiple steps, with each step containing a customizable email message.

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Template Components

Each step in a workflow template includes:
  • Subject Line: The email subject that your lead will see
  • Message Body: The main content of your email
  • Timing: When the email should be sent relative to the previous step
  • Shortcodes: Dynamic placeholders that automatically insert relevant information

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Customizing Templates

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Editing Message Content

  1. Navigate to the Workflows section
  2. Select the template you want to edit
  3. Click on any step to modify:
    • Subject line
    • Email body
    • Timing settings

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Using Shortcodes

Shortcodes automatically insert dynamic content into your emails. Common shortcodes include:
  • {{lead.full_name}}: The lead’s full name
  • {{quote.amount}}: The quote amount
  • {{quote.event_start_date}}: The date of the first event
  • {{company.name}}: Your company name
Reference the Shortcodes section to further customize your template

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Testing Your Templates

Before activating a workflow:
  1. Click the Preview button to see how your email will look
  2. Select a specific quote to see how shortcodes will be replaced
  3. Send a test email to verify everything appears correctly

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Best Practices

  • Keep subject lines clear and engaging
  • Personalize messages using shortcodes
  • Space out follow-up emails appropriately
  • Test templates before using them with leads
  • Regularly review and update your templates based on engagement

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Managing Multiple Templates

While in beta, we have one workflow template for quote follow-up. Soon you’ll be able to add as many templates as you like.