Automating a DRAFT email using email template in Workflow automation
I'd like the functionality of setting up a workflow automation for the creation of draft emails from email templates please. The use case is contacting my mortgage clients where I'm following up with them in two or three years time when they need to refinance their current deal. I may want to add something to the email to make it more personal before clicking send etc. Then I can add an activity in PD to let the mortgage advisor know they have an email draft to review before sending etc. Hope that makes sense, thanks.