How to create an email flow

Choose what starts the flow

1. Open Email → Flows and select New email flow.
2. Name the flow and choose After a product purchase, After cart abandonment, On a specific date, or When a tag is added.
3. For purchase or cart flows, choose a digital product or leave Any digital product selected. Checkout recovery starts from a checkout event and waits at least one minute; its default wait is two hours.
4. For a tag trigger, choose the audience tag. Adding the tag to a subscribed contact starts the sequence; contacts already carrying the tag are not enrolled retroactively.
5. For a specific date, choose all email subscribers or a tag, then set a future date and time. The displayed time zone is your browser's local time zone.

Add your emails

1. Select Edit first email or choose an email in the sequence. On a phone, use the step picker. Set the first email’s timing after the trigger. Zero sends immediately; cart recovery requires a wait.
2. Choose a built-in starter or a saved reusable template from the shared Email template library, or leave No template selected and write inline. Replacing an existing email asks for confirmation and keeps its timing. The same reusable templates are available in broadcasts and workflow Send Email steps.
3. Write a subject and message in the live visual canvas. Expand Inbox preview and reply-to to edit those optional fields. Personalize beside the subject and inbox preview inserts supported tokens as chips with sample values; copying and saving keep the original tokens. The visual editor supports layout, images, links, AI writing, and Personalize in the message, with the full design and undo history available.
4. The live canvas shows sample customer details. Product and order tokens need a purchase or checkout event. When using offer tokens, select the featured product.
5. Choose Save as a new template to add the full message and layout to the shared library for later broadcasts, workflows, or flows. Editing an email step does not overwrite its source template.
6. Select Add email for each follow-up. Later timing is relative to the previous email. Use the arrow buttons to reorder emails or Remove email to delete a step. A flow supports up to 40 emails and up to 365 days per delay.

Save and publish

1. Save draft to keep the sequence without changing what is live.
2. Before publishing, save sender details under Settings → Email and check that recipients are subscribed.
3. Publish flow starts new matching enrollments. Existing runs keep the published version they started with. Publish changes applies edits to new enrollments.
4. Use Pause to stop new enrollments. The automation runtime continues to own the flow's runs and delivery behavior.

• A specific-date flow snapshots eligible subscribers the first time the automation scheduler processes the due date. Processing may take several scheduler passes for a large audience. Later subscribers are not added to that snapshot.
• Republishing the same scheduled trigger and date does not repeat enrollment. Choose a new future date to run it again. Changing the audience after enrollment has started does not rebuild the existing snapshot.
• Delivery rechecks subscription and suppression state. Abandoned checkout emails are skipped after the order is paid or refunded.

Add branches and advanced options

1. Select Open workflow editor. LinkStack saves the draft and opens that same automation on the workflow canvas.
2. Add conditions, branches, contact actions, or other supported workflow steps. Use the workflow editor's validation and testing tools before publishing.
3. Use Back to email flows to return to the list. Select a flow to open its editor: linear sequences use the email editor, and advanced workflows open directly on the canvas so every setting is preserved.
4. If another editor has changed the flow, reload before saving to avoid overwriting its changes.