In a Smart Flow, you have full control to customize each step according to your preferences.
Editing the Title and Time Zone
To adjust the title or time zone of your Smart Flow:
- Click the pencil icon located next to the Smart Flow title.
- Update the information as needed.
Editing Individual Steps
For each step in your Smart Flow:
- Click the pencil icon on the right side of the step.
- You can modify the day the email is sent and the approximate time of delivery.
- After making your changes, click Next to move to the email editing screen where you can further customize the content.
Personalizing Emails in Each Step
Once you've selected a step, you can fully customize the email content to suit your needs. Within the email editing window, you have the option to:
- Insert one of our pre-written email templates.
- Use a personal template you've previously created.
- Save any newly crafted email as a template for future use.
Important Note:
Please keep in mind that once a contact has been added and the Smart Flow has started, no further edits can be made to the flow.
By following these simple steps, you can easily tailor your Smart Flow to meet your specific needs.