Docs / Automations / How-to
Email and SMS templates
Write a message once, personalise it per contact, and reuse it across workflows.
What kinds of template are there?
- Plain text email, for messages that should look like a person typed them.
- HTML email, written in a rich editor with formatting, links and images.
- SMS, plain text with a character count.
Personalising a message
Insert fields like the contact's first name, company, or any custom field you created. They are filled in per recipient when the message is sent.
The editor shows a live preview with sample data, in a phone or desktop frame, so you can see what the customer will see before anything goes out.
Where are templates used?
Any Send email or Send SMS action in a workflow can reference a template instead of holding its own copy. Update the template and every workflow using it sends the new wording.
Still stuck? Email hello@workflowhq.co - a real person replies, usually within a few hours.