Email Templates
Templates are sent by adding a trigger tag to a contact's record.
How it works
For each template, create a workflow in your sub-account that starts when the matching tag is added to a contact. When you send from the hub, it creates (or finds) the vendor contact and applies the tag — your workflow does the actual email send. These mappings are stored in your browser for this sub-account.
Vendor Onboarding
Contract Request
Final Details