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Getting Started

From the Email Home Drafts area, you will see an option to Build From Template.



Choose Template


A search/dropdown will display. Key in the name of the template to search for it or use the dropdown to look for it.

Once a template has been selected, use View Template to make sure it is the template you want.

NOTE - Once you click Next, you will be locked into this template and you won't be able to pick a different one.

Click Next to use the template and move to the Edit Content step. Click Exit to leave this screen without saving your selection.

Edit Content

Editing the content provides the same elements and element controls that were used to build templates.

Details on the Drag and Drop Element Descriptions and Instructions.

Details on the Element Editing Control Descriptions and Instructions.


Save and View button will be used to view your message.

Save will save the work you've done.

Next will save your work and move you to the Preview step.

Exit will take you to Email Home. Any changes made from the last save will be lost.

*NOTE - Sender Tokens and an Unsubscribe token must be present in the message before it can be released.

 *NOTE - There is no auto save feature, so save often.

Making Changes

Once Template has been chosen for a message and "Next" has been used, the Draft card wording will change:


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