Taking Action on Draft Emails (DMX311)

This step-by-step process provides an overview of all actions available under the Drafts tab in the Recent Work section of the Dashboard.

Step 1         Log into the Digital Communication platform

Step 2         Select the Product Suite product and the Emails module

Step 3         Click the Drafts tab

Step 4         To narrow down by email type, click the All Types drop-down arrow in the box and click the desired type of email

Step 5         To access a specific folder, click the All Folders drop-down arrow to the far right and select the desired folder

Step 6         Under Drafts, click the desired email

6.1               A Menu box will pop up

• • • • • Edit
          • • Basics – Changes can be made to the Name, Description, Location of the email
            • Editor – Email can be edited
            • Inbox Appearance – Changes can be made to the Email Subject, Preview Text, From Email Address, Sender Name, and Reply-to Address
        • Copy – A duplicate of the email can be made and will show up in the Drafts tab
        • Delete – Emails can be removed
        • Save as Template – Email designs can be saved as Templates
        • Merge Fields – A list of merged fields within the email
        • Preview and Test
          • • Email Validation
            • Preview On Desktop
            • Preview On Mobile
            • Send Sample
            • Spam Content Check
            • Email Client Preview
        • Upload Data File
        • Data Upload Summary
        • Schedule Launch
        • Convert To
          • • Marketing Path Email
            • Web Form Email
            • Triggered Email
            • PURL Email
            • Newsletter Email
        • Move to Folder – move email to another folder

Article Reference: DMX311