| 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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Available with: | ||||
| Marketing Automation | ✓ | ||||
| CRM Ultimate | ✓ | ||||
| CRM PRO | ✓ | ||||
| CRM Free | ✓ | ||||
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| Users: | |||||
| Administrators | ✓ | ||||
| Company Managers | ✓ | ||||
| Marketing Managers | ✓ | ||||
| Sales Managers | |||||
| Salespersons | |||||
| Jr. Salespersons | |||||
Creating Emails
To create an email in SharpSpring, you must first start with a template. With SharpSpring's available email options, you can leverage various templates built in to the application, or build your own. Though using either a created template or an existing template is up to you, emails can only be created by using a template.
To create emails, do the following:
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In SharpSpring's top toolbar, click |
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Click Create New Email. |
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Click a template folder. |
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Click + Create Email to use a template. |
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Name your email. |
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Optionally, if applicable, do the following: |
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Click Add Email. |
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Click Save. |
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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 the following articles:
Editing Existing Emails
To edit existing emails, do the following:
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You can also access emails through email folders. To access an email for editing, do the following:
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Edit Email. 
Testing and Scheduling Emails
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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: |
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| 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
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There are certain functions and options available to you that allow you to preview your email and otherwise perform administrative actions. The |
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Options menu offers the following tools and options:| 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. |
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| Pop-Out Preview |
Shows the email preview in a new window. |
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| View Code |
Views the email's HTML code. |
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| 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. |