Creating and Sending a Custom Email

How to use sectional editing tools to create and send 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 the "+ Add Section" button to add a new section to your email.
   
3. Select which type of section you'd like to add to your email:
   💡 Here is a breakdown of each section type:
   

   1. Text  

      
      • Text: add a simple paragraph of text.
        • The text editor has email formatting options like bullet or numbered lists, alignment options, font sizes and colors, and more! Example:
          

      • 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

   2. Image 
      
      • Image: add a section with an image.
        • Supported image file types and resolution:
        • File Types: We support all standard image file types.
        • Image Resolution: Our email width is 540 pixels.
          • Images wider than 540 pixels will be reduced to fit the email.
          • Images narrower than 540 pixels will not be blown up to fill the width of the email and will be centered in the section.
   3. Widget
      
      • 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
      • Video: add this widget to include a video in your email. Click here to learn more!
      • 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:

   

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 be sent).

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

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

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: