Introduction

Quizell’s Email Flow feature allows you to engage with your audience automatically through a series of tailored emails. By setting up an email flow, you can nurture leads, showcase products, and drive conversions seamlessly. Follow this step-by-step guide to set up your first email flow.

Step-by-step Setup Guide

Step 1: Create Your First Flow

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

Ensure you are in the Flows tab (you’ll also see options for Segments and Templates).



Click Create Flow.



A pop-up will display four main flow templates:

· Welcome Series

· Product Recommendations

· Form Completion Thank You

· Your Coupon Code is Ready

We recommend exploring each template to find one that suits your needs. For this guide, select the Welcome Series template.

Step 2: Understand the Structure of an Email Flow

An email flow consists of three key elements:

· Trigger: Defines the starting point for the flow. This determines which action or event (e.g., quiz completion) will initiate the email series.

· Emails: The actual emails sent to your recipients. These can be customized with your branding, content, and messaging.

· Time Delays: The intervals between emails to ensure proper timing and engagement.

Element 1 – Trigger

In the Welcome Series template, the trigger is pre-set to All Quiz Leads, meaning the flow will start for any user who completes a quiz. You can customize this to target.

Element 2 – Email

The template includes three pre-designed emails:

· Thank you for taking our quiz

· Most popular products

· Exclusive tips for a better shopping experience

Important note: These templates are basic placeholders. You’ll need to customize them to match your branding and campaign goals (see Step 4). To add an additional email, drag and drop the element from the left-side menu into your flow.

Element 3 – Time Delay

The template includes two pre-set time delays:

· A 5-day delay between the first and second emails.

· A 7-day delay between the second and third emails.

Important Note: Adjust these time delays to fit your audience and campaign preferences. To add an additional time delay, drag and drop the element from the left-side menu into your flow.

Step 3: How to Edit a Time Delay

In the flow editor, click the Time Delay Box you want to edit.

On the left-side menu, set your preferred interval (e.g., days, hours, minutes, or seconds).

Click Save to apply your changes.

Step 4: How to Edit an Email

In the flow editor, click the Email Box for the email you want to customize.

On the left-side menu, select Edit Email.



A pop-up will appear where you can edit the following fields:

· Name: The internal name for your email (visible only to admins).

· Subject Line: The email subject line that recipients will see.

· Preview Text: A short description of the email’s content (visible in the email preview).

· Sender Name: The name displayed as the sender of the email.

· Sender Email Address: The email address your recipients will see.



After completing these fields, click Save.

To edit the email’s content and design, click the Edit Design icon in the top-right corner of the pop-up.



This will open the Email Design Editor, where you can customize your email by adding elements such as Products, Buttons, Text, Images and more.

Step 5: Activate Your Flow

Once you’ve customized your flow with engaging emails and relevant time delays:

Toggle the top-right button from Draft to Live.

Your flow is now active, and your audience will begin receiving the Welcome Series emails when they complete a quiz!



🎉 Congratulations! You’ve successfully set up an email flow in Quizell. Use this powerful tool to nurture leads, enhance engagement, and drive sales through well-timed, personalized communication.

Tip: In the Email Flow, you can duplicate an email element by clicking the three dots and selecting Clone, or delete it by selecting Remove.

Updated on: 13/12/2024