Triggered Emails

Save time by automatically sending another email when someone clicks, opens, or doesn’t open the first email campaign. In order to add a triggered email, you must first create a campaign that the triggers will be associated with. Triggered emails deploy after an initial email send and only deploy based […]

Configuring a Template

To edit a template that already exists: 1. Go to Email Campaigns on the main navigation menu. 2. Select the Template Library. 3. In the section labeled Custom Templates 4. Hover your mouse over a Custom Template and select Configure. Template Information 1. Enter a Name for the Template. 2. Select […]

Uploading A Template

In order to upload a template, you must request from support to have the template upload feature turned on in the old editor. Since you will normally need to test a template multiple times we recommend doing the repeated uploading needed for testing using Upload/Download HTML section of Step 2 – Content of […]

Creating a Template

If you are an advanced HTML user you can create your own template rather than choosing one from the Template Library. Where to begin: Start with one of these this example templates below. You can also download any of the templates in the Template Library and modify them. Basic White Template […]

Creating a Template

Creating a template is super easy.  Just select “Save As Template” in Step 2.  The template will now be in your Template Library under Custom Templates. 1. Go to Email Campaigns on the main navigation menu. 2. Select any Email Campaign or Add a new Email Campaign. 3. In Step […]

Template Library Overview

Templates are shown when using Step 1 in the Email Studio. To start an email from a template you must go through Step 1 in the Email Studio. To Open the Template Library outside of Step 1 1. Go to Email Account  > Template Library You cannot start an email […]

Step 5 – Confirm

On this page, you will see all of your choices from the Previous Steps. You can change any of your choices at this time. Select the “Confirm and Publish” button to complete your email. After you Confirm & Publish you can still Cancel the email delivery.

Step 4 – Schedule

Select one of the following options: Send Now – Send the email immediately. Schedule for Delivery – Select a time and date in the future to send your email.  The time and date are adjusted for your Time Zone. Send Recurring – Select to automatically send an email Daily, Weekly, Bi-Weekly or Monthly. […]

Step 3 – Contacts

Selecting contacts Select the Email Contact lists, and Saved Searches that your email will be sent to by checking the box to the left of the lists name. The application will automatically add up the total number of contacts that will receive your email and remove any duplicates. For more […]

Insert Document Link (PDF, Word or Other)

You must upload the document file first before you can insert it if the PDF is not a URL link. If you have a URL link to a PDF, you can insert that link as you would any link. You don’t need to upload the document in that case. 1. Select the […]