Open Email builder template from inside a Workflow
complete
A
Andrei Vodā
Having to update email templates part of specific workflows tens to be a really long process. It requires a lot of researching to be done.
For example, when my clients ask me "how can I see what is being sent?". I need to tell them they can't opens and view the email template from insider the workflow. They have to separately search for that email, inside Email Builder.
If Highlevel allowed the option to edit email templates from inside the Workflow, this would speed up the our work 10X.
I waste way to much time searching for email templates that are part of specific workflows.
For my business, Email, Text and Voicemail follow ups are my bread and butter. Enabling us to really improve greatly on this, will help us take our business to the next level.
Hope to see this implemented during the next month. That would be amazing.
Thank you for the great job!
S
Sales & Marketing
complete
We have recently integrated the email template builder with workflows. Check the changelog link. - https://ideas.gohighlevel.com/changelog/enhanced-drag-and-drop-email-template-editor-in-workflows
O
Oxana Soullard
Sales & Marketing Thank you so much! this is great and made life easier :)
E
Erica Ferns
Sales & Marketing I don't think this is what Andrei was suggesting. We all would love to be able to edit the snippets directly from the workflows/automations or at least have a link that opens the email and sms snippets to edit.
M
Modern Musician
+1 to this
It'd be really helpful to at LEAST be able to link to the email template, where we can view / edit the email.
This should only take <5 minutes to set up. Can we please prioritize adding this?
It'd be even better if we could edit a cloned version of the template email within a workflow...but I'd settle for a simple link for now.
Thank you
M
Michael Hole
Yes. This is a priority for me. It's standard in other CRMs and the current way is clunky. Please implement the full HTML editor for emails in Worksflows ASAP.
J
Josh Henry
Agreed, we'd like to have an email template to start from, but then be able to create and edit the workflow email from that template individually as necessary to be used in the workflow.
L
Lee Weiland
yes, please do this ASAP...need the email builder inside the automation workflow
A
Alexis Counts
Sales & Marketing Do we have an update here?
P
Pelumi De Bayo
Yessss, we need this
S
Sales & Marketing
Merged in a post:
Ability to edit & send HTML emails (currently email templates) straight from workflows or send action
A
Abby El-Asmar
Hey team!
Right now when it comes to editing emails within workflows, the only emails we can edit are text-only emails.
If we want to use an email that incorporates HTML design, then we have to create an email "template" and then link the template within the workflow for the appropriate step.
Similarly, we face the same issue when selecting a smart list in our contacts to send an email. Unless we have previously designed the email as an "email template" before sending, we can't just create it and send it right there.
It would speed up our workflow immensely if GHL operated similar to ActiveCampaign where you can edit the emails from within the workflow steps, or send one-off campaigns that incorporate HTML design elements without having to create a "template" for every single campaign you send.
TLDR: It would be really cool to be able to have the full email html editor from within workflows similar to editing emails in automations within ActiveCampaign (instead of creating a template everytime)
F
Fernando Repetti
You should be able to A/B test emails within the workflow
G
Gabe Legion Schillinger
This will be a big time saver
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