Switching Email Type from Follow Up To AutomationSOLVE
Jul 24, 2018 12:18 PM
I recently cloned an email we use as a simple follow up email so that we could switch over to using that content in a workflow but the cloned copy is a Simple Follow Up Email and I need to switch it to the type I can save for automation. I can't figure out how. Can someone point out how to do that?
Solved! Go to Solution.
Jul 24, 2018 4:46 PM
Currently, there is no way to convert a simple follow up email into a 'regular' email or vice versa, and this puzzles me too.
If you want to use the content of a follow up email in a workflow, your only option currently is to create a new email using the same template and copy/paste the contents across.
I have to remind my team to clone an exisiting follow up email when they want to create a new one, rather than make the mistake of create a new regaular email which then cannot be used as a follow up!
Hope this helps.