Note
You first need to create an email template.
- On the left side of the email builder, click Settings (gear icons).
- The following settings are available:
- Name - Name of email template.
- Subject - Subject line of email.
- Description - Email description that shows in email list.
- Preheader Text - This is a summary that appears after the subject line in the recipient's inbox, but is not visible when opening the email.
- Upload Thumbnail - Allows a user to upload a custom preview image that shows up in the email library.
- Transaction Email - The email will ignore the unsubscribe status of recipients if checked.
- Bypass All Email Deduplication - This email can be sent any number of times to the same recipient on the same day if checked.
- Content Placeholders - Allows the email builder to select a specific sender and recipient that will be used for inputting data into placeholders when the email is previewed.
- Styles - Choose which style sheet from the organization is applied to the email.
- Folders - Assign folder to the template.
- Tags - Assign tags to the template.
- Email Access - Choose who has access to the template.
- Compliance Notifications - Setting up alerts if needed.
- Landing Page - Choose a dynamic landing page for the template.