Taking Action on Completed Emails (DMX313)

This step-by-step process provides an overview of all actions available under the Completed 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 Completed tab

Note: The system defaults to not archive emails so they’ll remain in Published. If archiving is desired, the selection will need to be defined within Account Settings – Email Settings. All emails in the completed section will no longer be tracked for reporting within 45 days.

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 Completed, click the desired email

6.1               A Menu box will pop up.

• • • • • Copy – A duplicate of the email can be made and will show up in the Drafts tab
        • Edit Details – Changes can be made to the detail page
        • 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
        • Data Upload Summary
        • Reports – specific to the email selected
          • • Email Performance
            • CTR (Click Through Rate) Heat Map
            • Create Scheduled Report
        • Launch Details
        • Move to Folder – move email to another folder

Article Reference: DMX313