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.

Accessing

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

Views

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.

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List View

Clicking List will display the messages in a table.

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

Search

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

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Create New Email

The Create New Email button will be used to start a new message. You will be moved to the Email Details.

 

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.

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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.

NOTE: The Audience number shown in the green pill box will only include the inclusions. Exclusions won't be factored in.

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).

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More Options

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

  2. Click the More Options button.

Delete

  1. Click Delete.

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

Copy/Reuse

  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.

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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.

History

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

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Gear Options

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

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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 Campaign - will create a new message and generate a Draft card.

Email Name / Email Subject Line

The Email Name will be a clickable link. Clicking the name will move admins to the Email Reporting data for the message.

Recipients

The Actual Recipients value is a clickable link. Clicking the value will move admins to Sent details in Email Reporting.

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.

Settings

-Step by step details for setting up the BCC can be found on this page.

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