Personalizing a Workflow

You can personalize all of the emails, landing pages, and confirmation pages provided in a workflow by adding custom text, images, and links.

For more information about personalizing emails, see How to Personalize Emails.

Select each email from the Email drop down menu. Alternatively, choose Landing or Confirmation to personalize these pages, if they're provided in the workflow.

When you've finished working on an email, click Save. Its icon in the dropdown list displays a checkmark to show it's ready. You can choose Send Test to send a test version of the email to an email address, for review purposes.

Complete personalization of all other emails in the workflow.

Click Save & Next to move to the Participants action. The button is only available if personalization has been completed for all emails, landing pages and confirmation pages provided by the workflow.