This step-by-step process provides an overview of all actions available under the Published 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 Published tab
Step 4 To narrow down by email type, click the All Types drop-down arrow in the box and click on 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 Published, click the desired email
6.1 A Menu box will pop up.
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- Copy – A duplicate of the email can be made and will show up in the Defining tab
- Edit Details – Changes can be made to the campaign name and description
- Save as Template – Email designs can be saved as Templates
- Merge Fields – A list of merged fields within the email
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Preview and Test
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- Email Validation
- Preview On Desktop
- Preview On Mobile
- Send Sample
- Spam Content Check
- Email Client Preview
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Reports – specific to the email selected
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- Email Statistics
- CTR (Click Through Rate) Heat Map
- Create Scheduled Report
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- Launch Details
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Marketing Automations (for Trigger Emails only) – review the Marketing Automations the Trigger email is tied to
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- Click on a Marketing Automation listed
- View – Details or Decision Tree
- Edit – Decision Tree
- Copy
- Demote
- Archive
- Reports – Decision Tree Statistics
- Click on a Marketing Automation listed
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Revision History – A list of revisions will be available
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- Click on a Revision in the list
- Merge Fields
- Preview and Test
- Reports – Email Statistics and CTR Heat Map
- Click on a Revision in the list
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- Web Service Data – View the unique identifier for the trigger email campaign
- Move to Folder – move email to another folder
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Article Reference: DMX312