Our Custom Email Builder allows you to create emails with your own content to send to your contacts either immediately or at a later scheduled date.

Create a Custom Email

  1. To create a custom email, navigate to Email>>Send Email in the navigation pane on the left side of your dashboard:

  2. Click "+ Add Section" to add a new section to your email.

  3. Select which type of section you'd like to add to your email:

    Text

    • Text: add a simple paragraph of text

    • Headline: the background color and text color in this section will be controlled by the "Edit Email Design" section in your admin

    • Button: the button's background color and text color in this section will be controlled by the "Edit Email Design" section in your admin

    • Greeting: this section is automatically added to the top of your email to address your contacts by their first name

    Image

    • Image: add a section with an image

    Widgets

    • Featured Content: add this widget to include a video or article from your Content Library, with a link to the entire piece on your website

    • Multi-Content: add this widget to include several (or even just one) pieces of content from your Content Library in a side-by-side layout

    • Curator Content: featured content from the curator

    • Divider: add this section to break up your email into distinct sections

  4. When you're finished creating your email, you can preview it by clicking "Preview Email" or "Send a Test Email." Note, You cannot send a test email until you add a subject line to your email.

Send a Custom Email

  1. When you're ready to send your custom email, click "Schedule Email" on the top right-hand corner of the custom email builder:

  2. Choose Audience: Next, you will choose the contacts to whom you want to send your email:

    • Send to All Contacts: send the custom email to all of your contacts.

    • Send to a Group: you can select to send to an existing group or multiple groups of contacts.

    • Send to an Individual: select an email address or multiple email addresses you'd like to send the greeting card to.

  3. Choose Send Date: Once you've selected your audience, you will choose when to send your email:

    You can either:

    • Send ASAP: Your email will be sent as soon as it's approved by compliance.

    • Schedule a future date: Your email will be sent at a future date of your choosing as long as it's been approved by compliance (if not approved in time, your email will not send).

  4. Confirm Your Details: Lastly, you will confirm (or edit) the following:

    1. Your Email Will Be Sent To: The audience you selected.

    2. Your Email Will Be Sent On This Date: The date you selected.

    3. Your Email Will Be Signed As: Select either your Display Name or Company Name.

    4. Think you'll send this email again? Save your email as a template for future use: Check this box to save this email as a template. You'll be prompted to enter a name for the email template.

    Once you're ready to send your email, click the "Send Email" button.

Sent & Scheduled Emails

After you've sent an email, your email will appear under Email >>Sent & Scheduled in the navigation pane on the left side of your dashboard:

Click here to learn more about the Sent & Scheduled Emails page.

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