Review flow emails

Each flow has an Edit Steps tab where you review sender details and the email sequence. Flows send from your verified domain. See Branding and sender signatures.

Open Edit Steps

1. In the left sidebar, click Flows.
2. Open the flow (for example Failed Recurring Donations Recovery (ACH and Debit Cards)).
3. Click Edit Steps.

Review sender and emails

1. Read Sender Information — the from address and where replies go. Monitor those inboxes.
2. Review Email #1 and Email #2. Use + Add Step if you need another email in the sequence.
3. For each email, set Subject (subjects are required) and edit Content. Use Insert variable for merge fields such as {{donor_first_name}}  , {{link:action_url}}  , and {{link:opt_out_url}}  .
4. Switch Edit / Preview to check how the message will look.
5. Update Step saves copy changes. Send Test exists at the bottom of a step if you want to check a message — it is not required.