The new automation flow simplifies the way you create emails in automation. Now, you can find all the information in one place and navigate back and forth between the Template and Create steps without losing your content.
Getting started
- Create a new Automation, or begin editing an existing one
- Drag the new email builder to the canvas
- Click on View and edit
Customize the Sender and Subject
- From here, you can: modify the from address, enter your subject line and preview text, choose your audience, and start building your email.
- To customize the Sender address, click Edit
- Choose the sender from the drop-down,
- or set up a verified domain to create a custom email address
- Click Save
- To add a subject line, click Edit next to the Subject.
- Enter your Subject line and Preview text, and click Save. Personalize with emojis and merge fields. For more information, click here.
Define Your Audience
- To choose your audience, click Edit next to Add audience
- Add your audience by choosing which email type you would like to use. You can choose from the work, personal or other email addresses on the contact record. You can also add a new contact on the fly by choosing Manually add an email. Note that if you are in Max Classic, your options will be Email, Email address 2, Email address 3, and other
Create your email
- Click Edit in the Content section to set up your email. Click here to learn how to customize your email
- Click the Preview button to see how the email will look in most email clients and mobile devices.
- Click Save and exit when you are finished creating your email
- Note that you can easily navigate back and forth between the Template and Create steps without losing your content. If you do decided to start over with a new template, you will be warned beforehand.
Test Email
- After creating your email, click on Send a test located to the right of the page to send test emails
- Choose who to send the email from, who to send it to and you can add some additional instructions for the recipient. You can send test emails to Keap users, contacts or any valid email address.
- Send with Confidence! The Spam Content Risk Check will scan your email for spammy content, and the Audit tool will scan your email for errors and provide suggestions.
Pro-Tip! When sending a test email, merge fields that would pull contact information into your email will not function correctly and you may not see email signatures. To make sure your merge fields are working correctly in your email, we recommend you actually send the email to yourself prior to sending it to your list.
Set your Draft to Ready and click Done
- Set your draft to Ready and click the Done button
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Now, your email will show as Ready on the canvas
FAQs
Can I send test emails to non-users?
Yes, you can send test emails to Keap users, contacts or any valid email address.
Can I send an email from a custom address?
Yes, you can add any address from a domain that you have validated.
Can I add emojis to the Subject line and Preview text?
Yes, you can add emojis to the subject line and preview text.