Emails
An email that leads to the next action.
Prepare your messages in the Playbook. A step sends them to the right people, and your customer finds what to do next in their portal.
7-day free trial.
Your messages start from a shared template.
Create email templates, then compose the messages for each Playbook. Adjust sections, text and links. Use the preview to review the message; your workspace branding also applies to emails.
Sending is part of the journey.
Link a template to an email step. Choose the recipients and the people to copy or blind copy. Your team sends the message, or enables automatic sending in the flow.
Your customer moves from message to action.
When a step is assigned to a customer contact, they receive an email linking to that step. Your messages can also include an “Open portal” block with a summary of their open steps. They can find the file to upload, the form to complete or the decision to make.
Give your messages a next step.
7-day free trial.