Overview


To manage email messages, click on the Messages link at the top of the Engage screen. The Email tab is selected by default if you have Email on your account.



From here you can add, preview, copy, delete, modify, and test email messages.


Features


The Email tab shows any existing email message records in preview thumbnails.



 


You can choose to sort by Content Name or Date Modified, in either ascending or descending order using the Sort button.


You can search for emails by email name using the search box to the right of the grey menu bar.


Hovering over an email record in the either view shows several options: Edit, Preview, Copy, and Delete.

  • Edit will open the email for modification. Note: If the email has already been sent on a Campaign Send, it cannot be edited and saved, but you can still click Edit to view the HTML code of the email. For more information, read this article.

  • Preview will open the email in a new browser window for you to view the email.

  • Copy allows you to create a copy of an existing email record for subsequent editing and resaving. By default, the copy is named "Copy Of [parent record name]". For more information, read this article.
     
  • Delete allows you to delete the email record, but requires you to verify your selection first. For more information, read this article.


 


The New Email button allows you to make a new email message.



Clicking this opens up a page providing you with three options: Code Your Own email by entering or pasting in HTML, Create From Template, or Upload HTML.