Dollar for dollar, few marketing tactics perform better than email. You can turn your emails into conversion machines with SharpSpring’s flexible and powerful email editor. Leverage the various templates built into SharpSpring or build your own. Easily drag and drop sections, find and edit photos on the fly and watch your masterpiece build right before your eyes. Test and send your message when it’s perfect. Tons of power...easy to use - that’s SharpSpring’s email editor.
The following User Roles have access to create and edit emails:
- Administrator
- Marketing Manager
Step-by-Step Guide
Follow these steps to create or edit an email.
Step One: On the toolbar, hover over Content, then in the drop-down, click Emails.
TIP! If you want to edit an existing email, within the left-side panel, in the Filter Email field, type the email name, then select it. Continue to Step Five.
Step Two: Create a new email. Click the Create New Email icon or in the toolbar, far right, click New then select Email.
Step Three: Click a template folder, then select a template. You can also create a new template, click to review the article Creating a Custom Email Template.
Step Four: Name your email, then click Add Email.
- If you want to be able to send a “one off” Smart Email, check the box Make Available as a Smart Email in Contact Manager.
- If you want to offer the ability for the email to open in a browser, check the box Include “view in browser” link.
Step Five: Edit the email content using the WYSIWYG editor. Double click in content areas to open the email designer inline editor.
The left-side menu allows you to apply other options to your email.
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Icon |
Menu Item |
Selections |
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Send Settings |
Subject, From name and email, Reply to email, other send options. Note: The email name will auto fill into the Subject field. Be sure to change it as the email name is for internal purposes only. |
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Content & Layout |
Drag and drop image and layout, then double-click in each area to open the editor. |
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Attachments |
Add any attachments for contact to download. |
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Email Standard Styles |
Standards for email font, backgrounds headings, text buttons, and links. |
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RSS Subscription |
RSS drag and drop layout along with email settings. |
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Shopping Cart Abandonment |
Drag and drop shopping cart. |
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Plain Text Settings |
Editable email name and description. |
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Dynamic Content Rules |
Personas and add dynamic content email rules. |
To add or edit an image:
Double-click the image, or click the pencil icon, then click the + plus button. The inline image editor options will display under the image.
Step Six: Once you have finished creating/editing your email, click Save.
Other button options:
- Perform Litmus Tests on emails to see how the email looks across different platforms and devices (there is a cost for this)
- Send…: Schedule the email directly to a list to send immediately or at a later date/time.
- The options gear button offers the following:
- Send a Preview Email: Send yourself or your colleagues a preview email by entering your email address(es) in the text field. Sending using this method allows you to send a preview of the email "as-is." Attachments will not be sent using the preview feature.
- Pop-out Preview: Shows the email preview in a new window.
- Delete This Email: Deletes email from your instance entirely. This is permanent.
- Revision History: Shows you the date, time, and person who last changed the email.