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Creating Emails from Templates

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Leya Wood
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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 email from templates, as well as certain options provided to emails. 


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Generating via Templates

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:

  1. Click Email in SharpSpring's left toolbar.
  2. Click Create > Create Email.
  3. Click a template folder.
  4. Click + Create Email to use a template. 
  5. Enter a name for the 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.
  
Click to enlarge.


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. 

Refer to the following articles to learn how to utilize the features of the Email Designer to customize the content of your created emails:


Opening Existing Emails

You can edit existing emails as necessary.

To edit existing emails, do the following:

  1. Click Email in SharpSpring's left toolbar.
  2. Type the desired email's name in the Filter Email field.
  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. Click Email in SharpSpring's top toolbar.
  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 Created 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.  

 


Available 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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