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Creating and Editing Emails

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Justin Garrett
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Dollar-for-dollar, few marketing tactics perform better than emails.

You can turn your emails into conversion machines with SharpSpring’s flexible and powerful email editor.

This article will provide information on how to create and edit emails. 


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Creating Emails

With SharpSpring's available email options, you can leverage various templates built in to the application, or build your own. 

To create emails, do the following:

1. 

In SharpSpring's top toolbar, click 
Content > Emails.

  
Click to enlarge.

2. 

Click Create New Email. 

  

3. 

Click a template folder.

  

4. 

Click + Create Email to use a template. 

  

5. 

Name your email.

6. 

Optionally, if applicable, do the following:

   •   If you have Granular Unsubscribes enabled, choose an unsubscribe category.

   •   Click the Make Available as a Smart Mail in Contact Manager checkbox to
        send the email as a Smart Mail.

   •   Click the Include “view in browser” link checkbox to have the email open in
        a browser window.

7. 

Click Add Email.

8. 

Click Save.


Customizing Email Content

Once your email has been created, you can start customizing its content. SharpSpring's Email Designer is made specifically to help make the email creation process simple and comprehensive. It does so by using intuitive drag-and-drop functionality. 

To learn how to utilize the features of the Email Designer to customize the content of your created emails, refer to Email Designer Overview.


Editing Existing Emails

To edit existing emails, do the following:

  1. In SharpSpring's top toolbar, click 
    Content > Emails.
  2. Within the left panel, in the 
    Filter Email field, type the email's name.
  3. Select the email. 
  4. Utilize the email designer's features to edit the email.
  5. Click Save. 
  


Click to enlarge.


You can also access emails through email folders. To access an email for editing, do the following:

  1. In SharpSpring's top toolbar, click 
    Content > Emails.
  2. Click the email folder that contains the email.
  3. Hover over the email.
  4. Click  pencil.png  Edit Email. 
  5. Utilize the email designer's features to edit the email.
  6. Click Save. 
  


Click to enlarge.


Testing and Scheduling Emails

Once an email has been created, you can test it to see how it looks when it is sent. These tests can be sent to specified test lists and be scheduled to send at specific times.

The following are available options for testing and sending emails:

  
Click to enlarge.
Option   Description
Litmus Tests   Perform Litmus tests (at monetary cost) to view the email across different platforms and devices.
Send to Lists   Immediately send emails directly to a list.
Schedule Emails   Schedule emails to send at a later date and time.  

 


Email Options

There are certain functions and options available to you that allow you to preview your email and otherwise perform administrative actions.

The  more.png  Options menu offers the following tools and options:

  
Click to enlarge.
Option   Description
Send a
Preview Email		  

Send yourself or your colleagues a preview email by entering your email addresses in the text field. Sending using this method allows you to send a preview of the email as-is. Be aware that attachments will not be sent using the preview feature.
Pop-Out Preview  

Shows the email preview in a new window. 
View Code  

Views the email's HTML code.
Delete This Email   Deletes the email from your instance entirely. This is permanent.
Revision History   Shows you the date, time, and person who last changed the email.

 


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