How do I add a draft message to my Workflow?

Creating a message for your workflow is easy. In this article we will walk through the steps to create a draft message and add it to your workflow.

Step By Step Instructions

1.  First, go to the Drafts page and click "Create a Message" to get started. We recommend using the the "Drag & Drop Email Builder" so you can utilize our customizable templates and create a message that matches your company branding.
   
   
   
   
2. You can now create your new message as you would any other in your list. Once you are ready to add it to your workflow, click "Save & Exit" and navigate back to "Workflows." Click the edit button of the workflow you would like to edit.
   
   
   
   
3. Then, click the plus button where you would like to add your message and select the "Send a Message" action from the list of options.
   
   
   
   
4. To choose the message you would like to send click the "Choose Draft" button.
   
   
   Then, select the message you would like to use.
   
   
5. Your message is now listed inside the Send Message action in your workflow.
   
   

There you go! You've added a message to the workflow. Moving forward, you would be able to add more actions and apply any necessary tags and wait times.