Email Home

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Email Home allows administrators to start, edit, and schedule messages. Email Home houses messages that are in a draft state, messages that have been released and are queued to send, and a history of sent messages.


From the Email menu, choose Email Home from the far left column/panel.


The system will remember the last selection you made (Grid or List). The next time you choose Email Home, that is the view you will see.

Grid View

Each message will display as a card.


List View

Clicking List will display the messages in a table.


The gear icon provides a "delete" and "release" option.


Each area (Draft, Queued, History) will have a Search box. The items you can use to search will be indicated in the Search box.


Create New Email

The Create New Email button will be used to start a new message.

Email Details

You will be prompted for Email Details once a new message is started. After the message is saved, clickable items on the Draft card (Sender and Subject) will move you into the details to make changes.


Name - will be used on the Email Calendar, Reporting, Bounce Reporting, drafts, queued, and history messages. It should be considered an admin only name since your recipients never see it.

Subject - will be shown to your recipients, so it should be user friendly.
NOTE - limited to 70 characters.
NOTE - cannot contain the Webview token or Unsubscribe token.

Pre-Header - enter the Pre-Header that you want your recipients to see.
NOTE - cannot contain the Webview token or Unsubscribe token.

Description - is for internal use only. It should be used to describe the message in case you have similar messages.

Reply Handling Address - enter the email address that should receive message replies, including out of office replies. By default, the reply address will be

Sender - the Sender Identities for the site/GID you are working in will be available. The From Name and From Email set in the Sender Identity you select will be used when the message is sent.

From Name - will default to what is set in the Sender Identity; however, it can be overwritten. This is helpful if you have a one off instance of needing a different From Name but the rest of the information is the same.  This will be show in Email Reporting.
NOTE: tokens cannot be used in the overwrite field.

Subscription Category - select the Email Category that this message needs to be associated with.

Analytics Tracking Code - allows you to put in HTML for the tracking code. When the message is sent, the code is inserted right above the closing body tag of the email. You won't see any changes or information about the tracking code in the drag and drop editor. This is an optional item. We anticipate it should be compatible with Litmus, Google Analytics, and Email on Acid. 

Click Save to save the new message.

Draft Emails

Once an email message is started, a Draft card will be created and it will display on the Drafts tab. There are several actions you can take.

draft_card.png                                                      draft_card_populated.png

Subject - clicking on the Subject will move you to the Email Details so you can edit any of the details.

Add Sender or the Sender Name- clicking on Add Sender or the Sender Name will move you to the Email Details so you can select a Sender or edit other details.

Add Audience or Edit Audience - clicking on the Audience link will move you to the Assign Audience area where you will be able to select previously created Lists and Segments or upload an ID CSV file.

NOTE: the Audience number shown in the green pill box doesn't factor in unsubscribes, invalid emails, etc.

Schedule or the date(s) shown - clicking on Schedule will move you to the scheduling area so you can determine when you want your message sent as well as the frequency.

Build from HTML | Template or Edit Content- clicking on HTML (dependent upon administrative rights) will allow you to work with an empty box for HTML. Clicking Template will allow you to select the template you want to use for the message and then edit the content. Edit Content will be shown after you make the HTML or Template decision.

Release - the Release button is available as soon as you start a message. If you click the Release button and all of the required items aren't completed, a message will display letting you know which items you need to work with (see example below).


More Options

  1. Check a box by the Email Name. Multiple boxes can be checked.

  2. Click the More Options button.


  1. Click Delete.

  2. Confirm or cancel when you see the confirmation window.
    NOTE: once a message is deleted, it cannot be restored.


  1. Click Copy/Reuse.

  2. A new draft card will be added that is a copy of the message that the box was checked for.

Queued Emails

Once an email has been released, the email card will move to the Queued tab. It will then appear on a Queued card.


The only action that can be taken is to use the Return To Draft button. Once it is a draft, you can take additional actions.

NOTE - a scheduled message can be returned to Drafts until 5 minutes before the scheduled date/time of send.

NOTE - messages set to "Send Immediately" cannot be returned to Drafts.

NOTE: the Audience number shown in the green pill box doesn't factor in unsubscribes, invalid emails, etc.


Once messages are sent, they will appear in the History area.


Gear Options

Depending on your administrative rights, you may not see all of the options shown below.


View in Browser - allows you to see what the message looked like.

View Recipients - will move you to an Email Reporting screen so you can view the recipients.

Export Exceptions - will export the exceptions so you can see why an intended recipient did not receive the message. Only Super Admins and Email List and Segment Managers will see this option.

Copy/Reuse Email - will create a new message and generate a Draft card.

Status Column

The Status column will indicate the status of the message.

Hovering over the icon will display a message/tool tip so you can determine if you need to take action.

Red icon - indicates there was a problem with the message and no one received it.

Green icon - indicates the message was successfully sent.

Spinning icon - indicates the message is in the process of sending.

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