Creating and Sending a Custom Email

How to Use Sectional Editing Tools to Craft and Send a Custom Email

1. Navigate to Email > Send Email: Access this option from the navigation pane on the left side of your dashboard.
   
2. Add a New Section: Click the "+ Add Section" button to add a new section to your email.
   
3. Select a Section Type: Choose the kind of section you wish to add. Here's a quick guide to each type:
   
   

   • Text: Add a simple paragraph of text. The text editor offers email formatting options such as bullet or numbered lists, alignment choices, font sizes, colors, and more.

   • Headline: The background and text colors can be managed in the "Edit Email Design" section in your admin.

   • Button: The button's background and text colors are also controlled by the "Edit Email Design" section.

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

   • Image: Incorporate a section with an image. Here's how you can add images:

     • My Device: Upload an image from your device.
     • Unsplash: Search and use free high-resolution images from Unsplash.
     • Link (URL): Upload an image via a direct URL.

     Supported image file types and resolution:

     • File Types: All standard image file types are supported.
     • Image Resolution: The email width is 540 pixels. Images wider than 540 pixels will be resized to fit, while narrower images will be centered without scaling up.

   • Widget:

     • Featured Content: Embed a video or article from the Content Library, with a link to the full piece on your website.
     • Multi-Content: Display multiple pieces of content from the Content Library in a side-by-side layout.
     • Curator Content: Feature content from Curator.
     • Video: Add a video widget to your email. Learn more here!
     • Divider: Insert this section to separate your email into distinct parts.

4. Preview and Test: Once your email is ready, you can preview it by clicking "Preview Email," or you can send yourself a test email. Note that a subject line must be added before sending a test email.

Sending a Custom Email

1. Click "Schedule Email": Located at the top right-hand corner of the custom email builder.

   

2. Choose Audience: Select the contacts to whom you want to send your email.

   

3. Choose Send Date: After selecting your audience, decide when to send your email. You have two options:

   
   • Send ASAP: Your email will be sent immediately upon compliance approval.
   • 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 be sent).

4. Confirm Your Details: Verify or edit the following before sending:

    

   • Your Email Will Be Sent To: The audience you selected.
   • Your Email Will Be Sent On This Date: The date you chose.
   • Your Email Will Be Signed As: Choose either your Display Name or Company Name.
   • Save as Template: If you plan to use this email again, check the box to save it as a template and enter a name for it.

Sent & Scheduled Emails

Once sent, your email will appear under Email > Sent & Scheduled in the navigation pane on the left side of your dashboard.