How to create an email template? #
How to create a contact flow? #
How to create an automation flow with a form? #
Add the ‘Email Send’ step #
Under the ‘Messaging’ section, you will get the ‘Send Email’ step
![](https://crmsupport.co/assets/Image1_YhjOspAE.png)
The system will allow you to configure that step. Please, click on the ‘Edit Email’ button
![](https://crmsupport.co/assets/Image2_GmaiBzIv.png)
Design the email template #
The system will load the email builder. Now, click on the ‘Visual Email Builder’ button
![](https://crmsupport.co/assets/Image3_acywn12N.png)
Load the email template #
Please, click on the ‘Load Saved Template’ button, the system will allow you to select system-available templates. Also, your personal templates.
![](https://crmsupport.co/assets/Image4_zQupYVXI.png)
![](https://crmsupport.co/assets/Image5_0F8AReMN.png)
On the ‘My Templates’ tab, you will get your own saved templates.
![](https://crmsupport.co/assets/Image6_0qoHtsBR.png)
Complete the design work and save everything 🙂