Using and Saving Email Templates in Workflows

Using email templates inside workflows helps you save time, stay consistent and feel more organised.

Templates allow you to create emails once, then reuse them across different automations without starting from scratch each time. FEA Create also includes a library of ready made email templates to help you get started, so you never have to begin with a blank page. You can keep your branding, tone and structure aligned, while still making small personal tweaks where needed.

They also give you flexibility. You can decide whether changes should update the main template everywhere, or stay specific to just one workflow.

If you already have an email template created, adding it to a workflow and making small edits usually takes just a few minutes. If you don’t, FEA Create has plenty of ready made templates to help you get started quickly.

Creating a brand new template may take a little longer the first time, but it is a one time setup that can save you lots of time going forward.

Begin by creating your email template in the main Emails area. This is your home base for reusable designs.

Go to Social Media & Email, click Emails, then select Templates.

From here, you can duplicate an existing template and gently customise it to reflect your brand, voice and message. Once saved, this template can be used again and again across your workflows.

Next, open the workflow you would like to work on. This could be a brand new workflow or one you have cloned.

Click into an existing email action, or add a new one by clicking the + and choosing Send Email.

Select your saved email template and you will see the email content, subject line and heading appear inside the workflow.

Inside the email action, you can update the subject line and heading to better suit that specific workflow.

You will also see a checkbox called Sync edits to template.

When this box is ticked, any changes you make here will also update the original email template in your main Templates library. This is ideal when you want your updates to apply everywhere that template is used.

If you would prefer to keep one core template and customise it differently for each workflow, simply untick Sync edits to template.

With this turned off, your edits stay safely within that one workflow and will not affect the main template. This gives you flexibility without worrying about changing anything elsewhere.

If an email template is already attached and you want to swap it for something else, click the three dots on the email action and choose Remove.

This clears the current template and allows you to choose how you would like to create or add a new one.

You will then see three options:

Once you have selected a template, click the three dots again and choose Edit design.

If you are making meaningful changes to the layout or branding, it is a good idea to tick Save as new template and give it a clear name. This keeps your original template intact and gives you another option to reuse later.

When you are ready, click Save. You can then adjust the subject line and preheader if needed.

If you want these updates reflected in the main template, tick Sync edits to template, then click Save action.

Think of your Templates area as your foundation and your workflows as your space to personalise. Create strong core templates first, then use workflow edits for thoughtful tweaks that support each automation.

This approach keeps everything organised, flexible and aligned with how you want your business to grow.

After you have added and customised your emails in a workflow, your automation will start sending them based on the triggers and timing you have set. You can always return to make tweaks, update templates or personalise messages for new campaigns. This keeps your communications fresh and your workflow flexible as your business grows.