Use email templates in campaigns and workflows

Learn to assign email templates to workflows for automated and personalized customer communications

Before you begin

Before you assign an email template, make sure you’re familiar with the basics:

Take a look at our guide on creating a workflow: Create a workflow
Check out how to create a campaign: Create and launch a Restock campaign

Assign an email template to a workflow

Assign an email template to the “Send email” action

In the Send email action of the Workflow builder, click Select template to assign the desired email template.

Add variables to make your subject lines dynamic.

📝 Learn more:

Select an email

Select one email template from the list of templates you’ve created — only one template can be selected at a time.

Check and save your workflow

Review the assigned email template to ensure it’s correct. You can choose to Edit or Remove the template if needed.

Don't forget to add content to the Custom variables section to personalize your email.

Click Save to apply the changes to your workflow.

Learn more: Add custom variables

Multiple email templates per Campaign

For each back-in-stock campaign, merchants can assign different email templates to each workflow step.

Learn more: Create a workflow

Explore pre-built email templates Create an email template Design your email templates Understanding personalization variables in email templates Preview and test your email

📩 Need help?

We’re here to make your XFlow experience smooth and successful. Our support team is always ready to assist you—no matter how big or small your question is.

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Last updated 2 months ago