How to create a workflow for custom email templates in Bubble.io?

Learn how to create a workflow for custom email templates in Bubble.io. Set up database structure, design forms, and automate email sending with our step-by-step guide.

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Overview

Learn how to create a seamless workflow for custom email templates in Bubble.io. Start by defining your database structure with an "EmailTemplate" data type and essential fields like title, subject, body, and recipient. Design a template form in the Design tab, and set up a workflow in the Workflow tab to save these templates. Next, create a form to send emails using the templates, and craft a workflow to handle the sending process. Finally, test everything to ensure smooth functionality.

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How to create a workflow for custom email templates in Bubble.io?

How to Create a Workflow for Custom Email Templates in Bubble.io Step 1: Define the Database Structure

Navigate to the Data tab in Bubble.io.
Create a new data type for your email templates (e.g., "EmailTemplate").
Add necessary fields such as:
- title - Text
- subject - Text
- body - Text
- recipient - Email

Step 2: Design the Email Template Form

Go to the Design tab.
Drag and drop input elements to create a form that includes fields for Title, Subject, Body, and Recipient Email.
Make sure each input element is properly named for easy reference in your workflow (e.g., "Input Title," "Input Subject," "Input Body," "Input Recipient").

Step 3: Create the Workflow for Saving Templates

Go to the Workflow tab.
Create a new workflow that triggers when the "Save" button is clicked.
Add an action to "Create a New Thing". Select the "EmailTemplate" data type.
Set the fields of the new EmailTemplate with the values from the form inputs.

Step 4: Design the Email Sending Form

Return to the Design tab.
Create another form where users can select a saved template and specify dynamic content (if any), recipient email, etc.
Use a Dropdown element populated with saved email templates.
Provide inputs for any dynamic content and recipient email if it’s not specified in the template.

Step 5: Create the Workflow for Sending Emails

In the Workflow tab, initiate a workflow for when the "Send Email" button is clicked.
Use the action "Send email".
Set up the email parameters:
- To: Use the recipient email input or default from the selected template.
- Subject: Pull from the selected template.
- Body: Pull from the selected template and insert dynamic content if needed.

Step 6: Test the Entire Workflow

Ensure you test the entire process from saving a new template to sending an email to verify everything works as intended.
Make adjustments as needed based on your testing results.

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