video1.0<iframe src="https://www.loom.com/embed/017c0aa8577b4b2a90f34716962d0d96" frameborder="0" width="1864" height="1398" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13981864Loomhttps://www.loom.com13981864https://cdn.loom.com/sessions/thumbnails/017c0aa8577b4b2a90f34716962d0d96-62094dd30afbe741.gif342.247In this quick guide, I show you how to get started with connected emails and adaptive templates. First, I head to connected emails, click connect, log in, authenticate your email address, choose the from address, and copy your email signature with no extra whitespace, then save. Next, I create an adaptive template, either by pasting an email I already sent or drafting a new one, and the AI detects dynamic variables like name and adds links such as the direct debit mandate. I preview for different customers and can send a test email, then publish and apply the template to a workflow like the mandate authorization email. Action for you is to connect your email and publish and apply your template in the workflow.