Introduction

Automated email flows help you stay connected with your leads by sending timely and personalized emails based on their quiz interactions. With Quizell’s Email Automation feature, you can set up automated sequences to welcome new leads, send product recommendations, share discount codes, or follow up on form completions.

This guide will walk you through the steps to create and customize your first email flow.

Step-by-step Setup Guide

Step 1: Creating Your First Flow

1. Open the Quizell dashboard and navigate to the Email Automation section.

2. Click Create Automation.

3. Your new automation will now appear inside the Email Flows list.

4. Use the three-dot menu to edit, rename, or delete your flow.

5. Click Edit to open your flow inside the Flow Editor.

Step 2: Understanding the Structure of an Email Flow

An email flow consists of three main components:

1. Trigger

A trigger determines when the email sequence starts.

The default trigger is “New lead is created”, which means the flow will send emails to all new quiz leads.

📌 Learn more about segmentation:

https://help.quizell.com/en/article/how-to-send-emails-to-user-segments-17bboq8/

2. Emails

Emails are the messages sent to your leads. You can add new email steps by clicking the “+” button inside your flow.

✔ Each added email will appear in the flow like this:

3. Time Delays

A time delay controls when each email sends after the previous event.

💡 Tip: Add delays between emails to avoid overwhelming your leads.

Step 3: Editing a Time Delay

1. Inside the Flow Editor, click the pencil icon next to any time delay.

2. Modify the delay:

• Change the number (e.g., 5).

• Select a time unit (seconds, minutes, hours, or days).

3. Click Save to apply your changes.

💡 Tip: You can duplicate or delete a delay using the icons beside it.

Step 4: Customizing Your Email

1. Editing Email Settings

1. Click on an Email card to open the email settings panel.

2. Modify:

• Title – Internal reference name

• Subject – What appears in the inbox

• Preview Text – Shown in email previews

• Sender – Sender name & email

📌 Adding a new sender?

https://help.quizell.com/en/article/how-to-create-and-add-a-new-sender-wzslr7/

💡 Tip: Always click Save before leaving this screen.

2. Editing the Email Design

1. Click Edit Email to open the Email Builder.

2. Customize your email with:

• Text

• Images

• Buttons

• Products

• HTML

3. Adding a New Element

When you click the “+” icon, you will see the Add new Element popup:

4. Editing Elements

• Click any element to modify it

• Use the arrow icons to reorder elements

• Use the bin icon to delete an element

5. Image Editing Options

Clicking an image opens the image settings panel on the right:

Here, you can change:

• Image URL

• Button Action (Go To URL)

• Alt Text

• Image Dimensions

• Background

• Alignment

💡 Tip: Always preview your email design before saving changes.

Step 5: Activating Your Email Flow

Once your email flow is ready:

1. Click Save & Exit in the Email Editor.
2. Review your completed flow.
3. Toggle the automation from Draft to Live.

🚀 Your email flow is now live! 🚀

Conclusion

By following these steps, you’ve successfully created, customized, and activated an email flow in Quizell. Automated email flows help you engage leads, boost conversions, and build stronger customer relationships.

💡 Next Steps:

• Learn more about email personalization:

https://help.quizell.com/en/article/how-to-personalize-your-emails-1qb887r/

• Explore more advanced automation options in Quizell.

📌 Need help? Visit the Help Center or contact our support team.

Updated on: 16/12/2025