When creating automation with email sequences, you will need to create your email automated messages so you can use them inside your automated workflows.

To get started with managing and creating your automated messages, go to Automation from the left sidebar and click on Automated Messages from the top menu.


  1. Click on Create Automated Message in the top right.

    Choose to create an Email template.

  2. The first step involves entering some basic campaign related details like the name of this template, a relevant subject line (personalization is recommended), the From and Reply To email addresses. For the template title, we always recommend a relevant name that you can easily reference back to as you are integrating them into the automation or creating your reports.
  3. Once you complete the email sender details click Next to go to the design step. This is where you can create your template from scratch or start from a ready made template.
  4. The last step would be the summary step where you can confirm your design and settings before saving your work before clicking Save and Exit.

To preview the analytics for a specific email template, click on Analytics from the templates view page. You will find details on open rate, clicks, bounces, spam and more.

Get Started