Adding Editing Email Overview

You are here: Marketier > Managing Emails > Creating Email - Overview

Adding/Editing Email Overview

The process of adding / editing an email involves the following major steps:

Email Step	Description
Defining	Specifying basic details about email including email group, template, subject line, and sender information.
Creating & Designing	Creating message content.
Identifying Recipients	Specifying recipients from Contact Lists.
Previewing Email	Viewing email appearance and sending test email.
Scheduling Email	Choosing time and date of send, recurrence options, and choosing a workflow, if applicable.
Review and Publish Email	Double-checking email details, appearance and recipients. Submitting email into workflow or publishing.
Specifying Responses	Remember to specify how to follow up with email recipients. The Response Wizard is separate from the Email Builder and can be accessed under Emails > AutoResponders.

Prerequisites

As a number of the steps to create an email require use of other iAPPS Marketier resources, the following table includes a roadmap of steps that you may wish to perform prior to adding or editing an email:

Prerequisite	Description
Watched Events	If using the iAPPS Analyzer module and you want to base an email on a Watched Event: Determine whether an appropriate Event exists. Create new Watched Event, if necessary. In Analyzer: Watched Events > Watched Events
Contacts	If using a contact distribution list to send campaign to recipients: Determine whether an existing contact list fits the audience of this email Update or Create a Contact Listt, if necessary In Marketier: Contacts > Contact Lists
Workflow	If using a workflow for your email campaigns: Determine workflow for this email Determine whether existing workflow matches what’s required for this email Create new workflow, if necessary In Marketier: Administration> Workflows
Email group	Determine in which email group this email belongs, then: Create new email group, if necessary or Select existing email group in which to add this one In Marketier: Emails > Manage Emails

iAPPS is a product of Bridgeline Digital

Technical Support

1-800-430-3539
https://support.iapps.com

Bridgeline Digital

Headquarters
80 Blanchard Road
Burlington, MA 02180

http://www.bridgeline.com