New Email Builder

Learn how to use the new Email Builder

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 users at a time. While in the email builder, select the ellipses drop-down at the top right of the page and choose, Send a Test Choose the users that you would like to receive the test email (lim...
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 Broad...
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 ...