Create and use emails

Create reusable email content in Emails / HTMLs for PDF. You can build the body visually or edit its HTML, add dynamic content, preview the result, and select the saved email in a flow's Send an email action.

Find an email

Open Emails / HTMLs for PDF in your project. The overview shows each item's preview, name, template, status, tags, creation date, and last update.

Create an email

1. Select New Content or, on an empty overview, Create Content.
2. On the New e-mail template page, enter a Name and, if useful, a Description.
3. Select Save to open the editor.
4. In Content Settings, enter the email Subject. Use the controls beside the field to insert a variable or macro when needed.
5. Add the email body using the visual editor or HTML source editor, then save your changes.

The name is required and must be unique. The current creation flow opens the name and description form directly.

To revise an existing email, open it from the overview and make changes in the same editor.

Build the email body

The canvas is the working area for your email. The toolbar above it provides device size controls, Undo and Redo, display and preview controls, HTML source editing, blocks, styling, and layers.

To build visually, open Blocks and drag an element onto the canvas. The block library includes typography elements such as text, links, block quotes, text sections, and headings. Select an element to show its toolbar and settings on the right. For example, a link has Title, Href, and Target settings. Selected elements can also have Conditions and Table Queries. The path along the bottom of the canvas shows where the selected element sits in the email structure.

To edit HTML, use the HTML source control in the top toolbar to open the HTML Editor. The full-page editor provides Macro Editor, Images, and Conditions controls; select Import to bring your changes into the canvas. For a selected element, use its </> control to edit that element's HTML and select Save in the source editor.

Use Style Manager to edit classes and styles, and Layers to inspect the email structure. The device controls let you check desktop, tablet, and phone layouts. Select Preview to inspect the rendered email in Flowize Draft Preview.

Save the email

Select Save at the top right of the editor. In the Saving Design dialog, review the unique Title, Description, and Publish Options, then select Save again.

The publish options let you generate inline CSS, preserve stylesheet links and <style> tags, remove HTML comments, or remove class attributes. Review these settings before saving HTML that depends on stylesheets or classes.

The saved email appears in the overview with its status and update time.

Use the email in a flow

In a flow, configure an app to send an email. Under Parameters → Content → HTML body, select Choose an Email and choose your saved email from the list. Complete the remaining action settings and select Apply.