Emails Overview

Created by Christi Norfleet, Modified on Thu, 20 Jul, 2023 at 9:53 AM by Christi Norfleet

Note: To learn more about how to build email templates for various email marketing campaigns, check out the "Email Marketing Training" **** section under the "Advanced Training" help center menu! 

Email Marketing - Templates

In this section, you will get a detailed walk-through of all the features available in your CRM to build and run email campaigns and promotions like a pro.

This is the homepage of your email builder. Here you will find any existing email templates you have built, make new email templates as well as edit an existing email template.

All existing email templates can be found here.



Title

Here you will see the email title as well as who created it, and the date it was created or last updated.

Last updated

Once you save any changes made to an email template, the date and time the changes were made will be updated and seen here.


Center Column - Preview/Edit/Clone



Preview

View what your email will look like on a desktop and mobile device.

Edit

You can edit your existing email campaigns here and remember to save any changes you make before exiting the edit page.

Clone

You can clone an existing email template without having to build an email all over again by clicking this icon.


Action

The Action button will give you a series of things you can do with your email including; previewing  sharing with another AOAM user, moving the template to another folder, creating a campaign to send your email, archive and delete the template.


Action

Clicking here will further open up more settings for your email templates as explained in the steps below.

Share

This will allow you to only share your email template with other AOAM member accounts.


Preview

This will allow you to Preview your email template. You will be direct to a page where you can see what the email will look like when it's sent out.

Archive

This will allow you to Archive your email template. You can easily unarchive the email by clicking on the "action" drop-down of the archived email and select "unarchive".

Delete

This will allow you to Delete your email template. When you hit delete, this email will be permanently removed from your account.


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