Switching Email Type from Follow Up To Automation

[#1]

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?

[#2]

Removed - Unresponsive

[#3 · Accepted solution]

Hi @juliejoyce

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. 

[#4]

Great, thanks for confirming that.

[#5]

Removed - Unresponsive

[#6]

The ability to convert email types would be a handy functionality to have. Please consider adding it!

[#7]

It's crazy that a few years later, we still don't have the ability to do this. 

Here's a use case my team has:

They created a landing page and a simple follow-up email from the page.  Everything works great.  A month later, we add another option to one of the fields on the form and want the follow-up to be dynamic to what someone chooses.  

The right thing to do would be create a workflow for each option in the form and send an email from it.  However, I can't use the simple follow-up email that we originally created, or even clone it.  I need to create an all new message...crazy.

[#8]

Right? I can't even imagine why the simple follow-up email even exists. Handling it through a workflow is so much more flexible, and precisely because you can't switch types after creation, it creates more work than it saves.

[#9]

The below screenshot solves your problem:

• Simply open the email in Edit mode
• Top right corner click 'Actions'
• Then select 'Convert to automated email'