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Use an Email step to send outreach or follow-up emails inside a flow.

Configuration

When you add an email step, configure these core options:

Threading

Choose how the email should appear:
  • New Thread
  • Reply to Previous
Reply to Previous uses an earlier FirstTouch new-thread email on the same branch. If no earlier new thread exists, FirstTouch normalizes the step to New Thread so the enrollment has a valid starting email.

Content & Messaging

Write the message content and subject, then preview the output before publishing.

Master Messaging Guide

Learn how to use variables, instructions, and preview tools.

Sending Settings

  • Human Approval: require review before send.
  • Delay: set when this action becomes eligible to send.
  • Reply handling: a detected human reply always stops every matching enrollment for that contact in the same Team. There is no Stop on Reply setting.
An email can still wait after its action delay expires because of approval, the sender Work Schedule, daily inbox capacity, credits, or provider backoff.