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You can create an email by selecting a preexisting template and customizing it, selecting a custom made template, or creating a blank email and customizing it.

Create a Drag and Drop Email

To create a blank drag and drop email:

  1. Click the Messages folder
  2. Click Create New Message
  3. Click Blank Drag and Drop Email
  4. Learn more about creating messages with the Drag and Drop Editor

Use a Drag and Drop Template

To create a drag and drop message from a template:

  1. Click the Messages folder
  2. Click Create New Message
  3. Scroll down until you see Default Drag and Drop Templates
  4. Click on the thumbnail of the drag and drop template you would like to use
  5. Learn more about creating messages with the Drag and Drop Editor

Use Custom HTML to Create an Email

To create a blank email:

  1. Click the Messages folder
  2. Click Create New Message
  3. Click Blank Email to create an email from scratch
    1. For more information, read the Message Editor Special Features in Version 8 Wiki article.
  4. OR click Paste in Your Code if you want to directly paste your HTML code into the editor. 
    1. To preview your email in the WYSIWYG editor after pasting in your HTML code, click Source
  5. Click Save

Insert Email Content

  1. Type in the Subject and Name of your email
  2. Enter the body of your email in the large box. You can format it using the tools below.
  3. To save your progress, click Save.  Or, when complete, click Save and Close.
  4. To send a test email, click the Send Test Email button.

 

Familiarize yourself with the basic editor controls:

 

You can edit the email using HTML by clicking on the Source button on the top left of the toolbar.

Spam Report / Link Verification Tool

You can also check the quality of your email to find broken links and check for spam indicators. To do this:

  1. Click Test, then Spam / Link Check. The dialogue box appears letting you know the results of the test. You will receive a spam score based on a scale of 100. 

How to Insert an Image into Your Email Message

Please read the Wiki article, Insert and Edit Images to learn more.

Insert a Custom Field

Please read the Wiki article, Message Editor Special Features to learn more.

Insert a link within the body of your email

  1. Highlight the text that you would like to link and then click on the Link icon.




Once you have created your email, you are now ready to send it.  Click the Next Button to learn how to send your first email: