Doc Summary
Learn how email templates now work safely in workflows—no more unintentional global changes when editing.
What Changed? #
Previously, editing an email action based on a template would update the template and all other actions using it.
- OLD FLOW :
- Change to one email action affects EVERYTHING
- Template gets updated
- All other email actions get updated too
- NEW FLOW :
- Change stays local to that email action only
- Template remain unchanged
- All other email actions remain unchanged
What’s the New (and Better) Way? #
Now, when you add an email action using a template, here’s what happens:
- A copy of the template is created, specific to that email action.
- You can safely edit this copy—changes affect only this email action.
- You can modify the subject, content, or save it as a new version—no risk of editing the original.
This means:
- You get the benefits of using templates as a starting point.
- You don’t affect other actions or the original template.
- You can make quick edits without cluttering your template list.
Want to Update Multiple Emails at Once? #
If you want to make global changes to a template that is used in multiple email actions:
- Go to Email → Templates under marketing
- Edit the original template.
- Click on three dots, click on sync changes “Sync Changes”.
- Select the email actions that should receive this update.
- Click “Sync Changes” again to apply.
? Note: This will replace the full content in each selected email with the updated template. It is not a partial sync.
FAQs #
Q: What if I don’t use a template to create an email action?
No change! Your email action stays exactly as you created it.
Q: What happens to old workflows and email actions created before this change?
Those actions still work the same way. If you edit one of those emails now, a new copy will be created automatically to prevent affecting others.
Q: Can I still reuse templates?
Yes! Templates are still a great way to start creating emails. Just know that every new use creates a safe, editable copy.
