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 Flow 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

Open the Quizell dashboard and navigate to the Email Flow section.

Click Create Flow.



A pop-up will appear with four pre-built flow templates to choose from:

• Welcome Series – Introduce new leads to your brand.

• Product Recommendations – Send personalized product matches based on quiz results.

• Form Completion Thank You – Follow up when a user submits a form.

• Your Coupon Code is Ready – Share a discount code after quiz completion.



💡 Tip: If none of these templates match your needs, select “Start with the Essentials” to create a custom flow from scratch.

Select your preferred option.

• For this guide, we’ll use the “Product Recommendations” template.

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. In this case, the default trigger is “New lead is created”, meaning the flow will send emails to all new quiz leads. You can customize this to send emails only to specific lead segments.

📌 Learn more about lead segmentation: 🔗 How to Send Emails to User Segments

2. Emails

Emails are the actual messages sent to your leads. In this flow, we have:

✔ Quiz Result Follow-Up – This email contains the user’s personalized product recommendations.



💡 Note: The default email template is basic and should be customized to match your branding (see Step 4).

3. Time Delays

A time delay controls when each email is sent after the trigger event. In this example:

✔ The Quiz Result Follow-Up email is set to send 6 minutes after the lead is created.



💡 Tip: Adjust the time delay based on your email strategy.

Step 3: Editing a Time Delay

In the Flow Editor, click the pencil icon next to the time delay.



Modify the delay:

• Change the number (e.g., 6).

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



Click Save to apply your changes.

💡 Tip: You can also duplicate or delete a time delay using the available icons.

Step 4: Customizing Your Email

1. Editing Email Settings

In the Flow Editor, click on the Email card to open the email settings.

Modify:

• Title – Internal name for easy reference in your dashboard.

• Subject – What recipients will see in their inbox.

• Preview Text – A short summary shown in email previews.

• Sender – The email sender’s name & address.

📌 Adding a new sender? Follow this guide: 🔗 How to Add a New Sender



💡 Tip: Always click Save before leaving this screen.

2. Editing the Email Design

Click Edit Email Design to open the Email Builder.



Customize your email using different content elements:

• Text – Add or edit written content.

• Images – Upload brand visuals.

• Buttons – Add call-to-action buttons (e.g., “Shop Now”).

• Products – Display recommended products dynamically.

• HTML – Add custom-coded elements if needed.

Editing Elements

• Click on any existing element to modify its text, image, or style.

• Use arrow icons to rearrange elements.

• Click the bin icon to delete an element.



Adding New Elements

• Click any existing element in the email.

• Click a “+” icon to insert a new element above or below it.



• Select your preferred element from the popup.



Customize the new element in the left-side panel.



💡 Tip: Always preview your email before saving changes.

Step 5: Activating Your Email Flow

Once your email flow is customized:

Click Save & Exit in the Email Editor.

Review your flow in the Flow Editor.

To activate it, toggle the switch 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 allow you to engage your leads, drive conversions, and strengthen your brand’s relationship with customers.

💡 Next Steps:

• Learn more about email personalization: 🔗 How to Personalize Your Emails

• Explore advanced email automation options in Quizell.

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

Updated on: 11/04/2025