How to Navigate and Edit Email Templates and Workflows

Step-by-Step Guide

1. Accessing the Workflow Editor

   In the Workflow Editor, click on the trigger labeled "when a contact is added to a tag signed up".

   In the Trigger Settings panel, click the Save button.

2. Editing Emails in the Workflow

   • Click on the email labeled "Welcome to Magic Campaign".
   • Click on the email labeled "Your Next Steps".
   • In the Email Settings panel, click the Edit button in the Email Content section.
   • Click on the button option in the Content panel.
   • Adjust the paragraph properties on the right side panel.
   • Select the text area to edit the content within the email template.
   • Click Save and Continue in the top right corner.

3. Exiting the Workflow Editor

   Click Exit in the navigation bar to leave the editor.

   In the pop-up, click Exit to confirm exiting the workflow without saving.

4. Managing Contacts

   In the navigation bar, click on Audience.

   From the drop-down menu under Audience, select Contacts.

   In the Contacts list, click Edit next to the desired contact.

   In the navigation bar, click on the Timeline tab.

5. Handling Emails in Gmail

   • In Gmail, click on the Updates tab.
   • Select the email from Gajala.
   • Choose the email from Rocket Hub Perks in the Primary tab.
   • In the Promotions tab, click on the new label.
   • Click on the Social tab in the navigation bar.
   • Select the email titled "How to Measure Your Data Maturity" in the Promotions tab.

6. Highlighting and Marking Emails

   Read the checklist of next steps in the email content.

   Highlight the checklist items in the email content.

   Click the Info button next to the contact email in the Contacts table.

   Click on the three-dot menu in the email toolbar.

   Select the desired email account from the drop-down list.

   Click on the star icon next to the email to mark it as important.

7. Reviewing Promotions

   In the navigation bar, click on the Promotions tab.

   Select the email titled "New SaaS Startups for Sale" from the list.

   In the email content, focus on the checklist section highlighted.

   In the email, highlight the text from FRINDS.

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