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.

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  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.

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  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.

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  4. To choose the message you would like to send click the "Choose Draft" button.

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    Then, select the message you would like to use.

  5. Your message is now listed inside the Send Message action in your workflow.

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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.

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