Email Builder

Articles

How to create a new email
The new email builder is available by default when setting up a new broadcast email. It is also available when adding an email to a sequence in Advanced Automation. Note that in both cases, you will still be able to access the previous Email ...
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. Highlight the text you would like to hyperlink Click the Link  button on the toolbar ...
Send yourself a test email
You can quickly send yourself a test email while creating an email template by following the steps below: While in the email builder, select the ellipses drop-down at the top right of the page and choose, Send a Test Choose the user that yo...
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 Place the cursor where you would like to insert a custom field value into your email and click on Merge Tags > Custom Fields >  and then choose your field. Your custom ...