The email builder is an important section of your system. In the email builder, you can create and save email templates, schedule emails, and send bulk emails. Read on to learn how to navigate to and use the email builder.


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Email Marketing is arguable the most famous and most effective mode of communication in business. Thanks to email, we can do business with people on the other side of the world with a click.

On 6.23.2022 the email builder was upgraded and we added some new features!

Why did we change things?

  1. We wanted to give a better User Experience with searchable folders and help in organizing a smooth experience

  2. We wanted to give a better representation of Email Statistics

  3. We wanted to provide more flexibility for building repetitive brand layout with Email templates and Email Campaigns that allows you to deliver messages to your customer.

Old Email Marketing Flow

The user used to create the Campaign with Create Email option, they would select the templates defined in the system and build their content on top of the templates.

They click the “Review and send” to set up the email settings with subject lines and Send or Schedule with the setup of delivery method. We had the statistical representation of both email campaign and email template stats together, which accounted for jumbled data.

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New Email Flow

Emails have two menus with Email Campaigns and Templates. An email template is where you add the brand layout/design of the email and an “Email Campaign” is where you add a message and delivery options for sending to customers/ leads.

Templates

  1. Users can create templates via:

  • Got to the 'Emails' tab at the top and select 'Templates'

  • You can use an existing template by selecting 'Actions' then the 'Create Campaign' option, or;

  • From the top right, select the green '+ New' button to create a new template

  • If you select the '+ New' option, you'll see these 3 options: Blank Template (Either using Design Editor or Code Editor) Note - Design editor is drag and drop editor and Code editor is HTML Editor, choose from a gallery, or use from an existing campaign (something you've already sent).

Campaigns

  1. Users can create a Campaign and choose the template they would like to use. There is a preview available too.

  2. Users can edit the look and feel and add the required blocks they need to send as a message to their customers with drag and drop features.

  3. Click the Send and Schedule to select the audience of the campaign like an email address or smartlist, add sender details, and subject line, and set up the delivery method

    • Send Now

    • Schedule

    • Batch Schedule

    • RSS Schedule

  4. Users can test the email campaign, preview and view the version history

  5. Users can create Folders for managing multiple campaigns.

  6. Users can reschedule the email one hour before the scheduled campaign. They can edit the block elements and update the schedule delivery modes.

    [Note - This is applicable for Schedule, Batch Schedule, and RSS Schedule]

  7. Users will be able to update email content during the campaign is running for Schedule, RSS and Batch Schedule Delivery before our servers start preparing it for delivery on the scheduled time. [Note - There will be cases that it will get sent with the old copy sometime as we can't control the delivery sequence in servers.]

  8. Better Statistic Representation with numbers and percentages, preview, delivery data, and advanced analytics of who clicked, opened, bounced, spam, and more.


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