Knowledge Base

Create an Email Message

Within an Auto Responder or Mailshot Campaign, Click on Create Email to add a new Email Message and enter the Subject and some content. This is an option to quickly enter the bulk of the content for the message, however you can still edit it once it has been created.


For Autoresponder messages you can also define the Run Schedule of the Message. If this is left at 0 Minutes it means this will trigger as the event occurs. However you can update this to any number of minutes, hours, days or weeks after the event triggers.



Once you click on Create Message you will be on the Message Details page.

This will list out all of the Filters inherited from the List and from the Auto Responder / Mailshot Campaign level, as well as statistics that will be populated when the message is sent.


The Reports tab will also populate when this Message is sent.

The Compose tab allows you to edit the content of the Message:

You have the option to Enable or Disable Branding for this Message with the Branding toggle. Typically you would disable Branding if this Message should be sent with a unique or different style to your other messages.



You can also change the Sender for this Message Template here. This is typically used to allow different senders for Different Language Templates.



You can fill in Preview Text and define your Preview Mode - This is used in some Email clients like Google Mail to show the Preview line on an unopened email. If this isn't filled in this is taken from the content of the email and the first line is displayed, which is usually something like "Hi Recipient". By defining the Preview text you can control what is displayed by the email client before the Message is opened.



You can also create new Language Templates and edit the Subject and content of this Message.


The Attachments tab will allow you to upload attachements you want to go out with this message such as a PDF file. In some Messages there will be system Attachments available to attach, for instance an Auto Responder for Invoice paid would have the option to attach the Invoice as a PDF etc.


Finally in the Settings tab you can define many of the same settings as the list and campaign, overiding the settings inherited from the Campaign level such as Sender Account and Email Service.

You can also enter further filters to segment your recipient list even further should you wish to.


For Auto Responder messages you can also edit the Run Schedule in the Settings tab, for instance if you set this up to go out On Event, but actually would like it to send 10 minutes after the Event you can edit this in Settings.

For Mailshot messages you can set a send schedule to determine the exact date and time that this message should send.


Once all the Settings have been defined and the message content has been edited this Message can be set to Active.


On the Details tab there is a Message Status toggle which is currently set to Inactive:



Switching this to Active will make this Message active and it will send when the Event is triggered for AutoResponders or when the Mailshot is sent or scheduled.

Also for Mailshot Email Messages switching this to Active will update the green Test button in the top right to a green Send button: