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Creating and Editing Emails

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Taylor Glass
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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. 

The following user roles can create and edit emails:

  • Administrators
  • Marketing Managers


Article Contents


Creating Emails

With SharpSpring's available email options, you can leverage various templates built in to the application, or build your own. The email editor allows you to easily drag-and-drop sections, find and edit photos on-the-fly, and watch your masterpiece build right before your eyes.

To create emails, do the following:

  1. In SharpSpring's top toolbar, click 
    Content > Emails.
  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. Utilize the email designer's features to create the email.
  9. Click Save.
  


Click to enlarge.


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.


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. 
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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