> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.quizell.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Set Up a Basic Email Flow

### 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.

${frame}[Build and Deploy Email Automation Workflows in Quizell](https://explore.quizell.com/embed/cmmklop4422z6qfzst8urvgsm?embed_v=2&utm_source=embed)

### 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**.

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_1ul57cj.png =1000x497)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_1usrygi.png =1000x497)

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

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

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_8unf4w.png =1000x497)

# 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/

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_1ncfybf.png =1000x497)

### 2. Emails

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

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_1r6zokc.png =1000x497)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_ain26h.png =1000x497)

### 3. Time Delays

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

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_ejbu99.png =1000x497)

💡 **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.

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_1k5i9qe.png =1000x497)

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/

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_1re5ygt.png =1000x497)

💡 **Tip:** Always click **Save** before leaving this screen.

### 2. Editing the Email Design

1. Click **Edit Email** to open the **Email Builder**.

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_nk6br4.png =1000x497)

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:

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_ynk35i.png =1000x497)

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:

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_duojp7.png =1000x497)

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**.

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_1cj1kz5.png =1000x497)

🚀 **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.