Create an email/sms template snippet from the workflow builder
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Joseph Dentici
The ability to convert an email or sms in the workflow builder into a template snippet would be epic. I find myself writing emails inside the workflow builder often. Those emails often turn into templates I have to create. Just like how you can create a tag from inside workflow builder, except for template snippets
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S
Sales & Marketing
Merged in a post:
The ability to chose Email Template (Snippets) as a template for Send Email Action
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Daniel Marr
The ability to chose Email Template (Snippets) as a template for Send Email Action would be great. We prefer to store system messages as email template snippets that our clients can modify but try not to have them messing with workflows. The ability to chose between marketing and snippet templates would be great.
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Rob Calhoun
Vote on these as well Ideally these would be merged in...
✅ Ability to edit Snippets in the Workflow Builder (like we can with email)
Edit snippets in workflows
Autopilot
Merged in a post:
Workflow: Save SMS and Emails in Workflows as a Template Snippet
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Alexis Counts
Right now if you draft a long sms or email campaign in workflows and you forget to hit save, it's gone.
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Rebecca Kallaus
You can already do this. However you cannot SEE which is which in workflows drop down, but we can tell be how we label them.
Also sometimes snippet preview shows for us and sometimes it does not.
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Daniel Marr
Rebecca Kallaus yes you are right. Missed that.