June 17th, 2025

New

Email

Revised Flow for Email Templates in Workflows

Problem Statement

  • Editing a workflow email created from a template used to update the original template—affecting all other workflows using it.

  • There was no warning, making templates risky to reuse.

What Changed

  • Adding a template-based email now creates a safe, independent copy.

  • Edits affect only that workflow step—no more global impact.

You can still:

  • Save changes as a new template, or

  • Sync global updates from the Templates section when needed.

How to Check

  • In a workflow, add an email using a template and edit it—changes stay local.

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  • To edit the subject, click on edit and the settings to update the subject/

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For global updates:

  • Go to Marketing → Emails → Templates

  • Open the template → click Sync Changes

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  • Select desired email actions → click Sync Changes again.

Note

  • Syncing replaces the entire content of selected emails—not partial updates.

  • Existing email actions remain unchanged.

  • The new safe-copy flow applies only when you create or edit email actions going forward.