Taking Action on Scheduled Emails (DMX314)

This step-by-step process provides an overview of all actions available under the Scheduled 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 Scheduled 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 Scheduled, 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 Defining tap
        • 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 (this option will only display if part of the launch has gone out)
        • Demote (this option will only display if part of the launch has gone out)
        • Reports – (this option will only display if the highlighted email is staggered or A/B Split enabled where part of the launch has gone out)
          • • Email Performance
            • CTR (Click Through Rate) Heat Map
            • Create Scheduled Report
        • Launch Details
        • Move to Folder – move email to another folder

Article Reference: DMX314