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Table of Contents:

Intro 

You'll find all your email messages, sms messages, templates and images under the main 'Content' menu item in the platform.

How to Create/Edit an Email Message 

  • Create: On the upper right-hand side of the Email Library Dashboard Click on 'New Email Message'.
    • From the Campaigns Overview page, clicking on New Campaign, will also create a new email message.
  • Edit: From the right hand side of each email message is a  3-dot vertical kebab menu, hover over that to expose the Edit and Design email message menu options. 
  • Follow the steps in the following Email Settings and Email Design sections.
  • Also see our Getting Started Guide – Create & Schedule a Campaign for the basic essentials on to how to create a new email message and schedule a campaign.

Email Message Icon Menu Explained 

  • Edit: takes you to the email settings page.
  • Design: takes you to the HTML/WYSIWYG Editor or the BEEFree editor.  
  • Copy: creates a copy of the email message in the current list.
  • Preview: view the email message.
  • Test Email: Send a test email.
  • Create a Campaign: create a campaign using this email message.
  • Copy Email to another list: self explanatory. 

Subsection Pages


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