Revised Flow for Email Templates in Workflows

• Editing a workflow email created from a template used to update the original template—affecting all other workflows using it.
• No warning was given, making templates risky to reuse.

• Adding a template-based email now creates a safe, independent copy.
• Edits affect only that workflow step—no more global impact.

• Save changes as a new template, or
• Sync global updates from the Templates section when needed.

• In a workflow, add an email using a template and edit it—changes stay local.

• To edit the subject, click on edit and the settings to update the subject.

For global updates:

• Go to Marketing → Emails → Templates
• Open the template → click Sync Changes

• Select the desired email actions → click Sync Changes again.

• Syncing replaces the entire content of selected emails—not partial updates.
• Existing email actions remain unchanged.
• The new safe-copy flow applies only when you create or edit email actions going forward.