How do I create a new outbound Email workflow?

To create a new outbound Email workflow you will first need to set up your data workflow.

  1. Click Create a new SMS, Voice and Email flow and give your flow a name
  2. Select where your campaign data will come from (you can upload a CSV or use the inbuilt builder)
  3. Map which fields are the Reference ID and contact details for SMS, Voice and Email
  4. Deselect any fields from your data you do not want to pass through top the Upwire platform
  5. Select Email Template

Here is an overview of the Email canvas

David is the author of this solution article.

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