Articles
How to create a new email
The new Email Builder is available when adding an email to a sequence in Advanced Automation. Open up a sequence in the campaign builder Drag the Email message goal onto the campaign canvas Double-click the goal to set it up Select ...
How to add contacts to a broadcast email
When you are finished creating your email and are ready to schedule or send it, click the Next - Send button on the top right of the page Click inside the To field to select an existing tag or list, or you can search and select individual c...
Add a tag when a link is clicked
You can create a link in the Email Builder that when clicked, adds a tag to the contact record. This helps you more easily find contacts by interest. You can apply up to 10 tags to the same link. You can also create a new tag, search for tags, and r...
Send a test email
You can quickly send a test email to up to 6 people at a time. You can send a test email to any of the users in your application, contacts, or you can send to a custom email address as shown below: While in the email builder, select the ellipses...
Add a file download link
You can now upload specific file types and link to them in the Email Builder so your prospects and customers can download the hosted file. Currently, we support PDF and XSLS file types This feature is available when building a Broadcast emai...
Merge custom fields into the Email Builder
You can now merge custom fields into an Email Builder template Warning! Using formatting tools on only a portion of a merge field will break the merge field value; instead of displaying the merge value in the field, it will just show the actual me...
Emojis
You can personalize the subject line and email body with emojis. When setting up a broadcast email, you can add emojis to the subject line and preview text. Just click inside the subject line or preview text where you would like to add the em...
How to convert legacy emails into the new builder
We're streamlining our email-building process by consolidating various email builders into one unified tool that will eventually replace our legacy builder. The good news is that we’ll do most of the work for you! The New Email Builder ...
New Email Builder Training Links
Legacy email builder transition: https://help.keap.com/help/legacy-email-builder-transition New email builder vs. legacy email builder and roadmap: https://help.keap.com/help/new-email-builder-vs-legacy-email-builder Legacy email builder...