Creating

How to Create an Email

Choose the type of email that you would like to create, and follow that procedure.

• Build New Email from Existing Template: Choose this option if you already have a template that you'll be using for this email.
• Build New Email from HTML: Choose this option to type or paste HTML code for an email into the editor.
• Build New Email from Text: Choose this option if you want to create an email that will display as text only in your subscribers' inboxes regardless of their display preferences.
  

  Note: Build New Email from Text may not be completely enabled in your account. If it is, you can view click through data for your jobs. If the functionality is disabled you will only see Sent and Bounce information in the tracking area. You can request to have this feature enabled by contacting Global Support. Opens data is never reported for text-only emails. 

• Revise Existing Email: Choose this option if you want to start from a copy of a previous email. You can't revise an existing email is that email contains Dynamic Content. 
• Build New Fixed HTML Email: (This option may not be enabled in your account. To enable Fixed Content Email Creation, contact your ExactTarget representative.) Choose this option if you want to create an HTML-based email that you do not want affected by ExactTarget's application. No validation, personalization strings, or other manipulations are done to the email's content.
• Build New Fixed Text Email: (This option may not be enabled in your account. To enable Fixed Content Email Creation, contact your ExactTarget representative.) Choose this option if you want to create a text-only email that that you do not want affected by ExactTarget's application. No validation, personalization strings, or other manipulations are done to the email's content. 
• Simple Automated Email: Choose this option if you want to create an email you send based on a date attribute. For example, if you want to send your subscribers an email on their birthday, you can create an automated email.
  

  Note: For Enterprise accounts, once you've created an email you can publish it to your Lock & Publish channel members or send it (immediately or on a schedule).

For details on how to make this email available to your Lock & Publish channel members, go to Publishing Emails in an Enterprise Account. Details on viewing the availability of published emails is here.

How to Assign a Welcome Email to a List

After you assign a welcome email to a list, you can reassign an email at anytime.

Before you can assign a welcome email to a list, you must first create the email.

Note: This feature may not be enabled in your account. For more information, contact your ExactTarget representative.

Follow these steps to manage your welcome email:

1. Click the Subscribers tab.
2. Click my lists.
3. Select the list you wish to assign a welcome email to. You may also assign a welcome email to the All Subscribers list.
4. Click Manage Welcome Email.
5. Select the Send welcome email radio button, and click Select.
6. Navigate to the email you wish to select, and click OK.
7. Click Save.
   The welcome email is now assigned to your list and will send when subscribers join.

You can also assign a welcome email to your All Subscribers list. This welcome email will serve as a default. If a subscriber subscribes to one of your lists that doesn't have a welcome email, the All Subscribers welcome email will be sent in its place.

How to Manage Welcome Email

You can change which email is assigned to a list at anytime.

Before you can assign a welcome email to a list, you must first create the email.

Note: This feature may not be enabled in your account. For more information, contact your ExactTarget representative.

Follow these steps to manage your welcome email:

1. Click the Subscribers tab.
2. Click my lists.
3. Select the list you wish to assign a welcome email to. You may also assign a welcome email to the All Subscribers list.
4. Click Manage Welcome Email.
5. Select the Send welcome email radio button, and click Select.
6. Navigate to the email you wish to select, and click OK.
7. Click Save.
   The welcome email is now assigned to your list and will send when subscribers join.

You can also assign a welcome email to your All Subscribers list. This welcome email will serve as a default. If a subscriber subscribes to one of your lists that doesn't have a welcome email, the All Subscribers welcome email will be sent in its place.

How to Change the Internal Name or the External Subject Line of the Email

If you are using a Lock and Publish account, you cannot modify the name of the Subject field of a published email (an email located in your Global Emails folder), nor can you delete a published email.

If you are using any other account, follow these steps to change the internal name or the external subject line:

1. In the email workspace, select the checkbox next to the email to modify.
2. Click the Properties button from the toolbar.
3. Make your changes to the Name field and/or Subject field.

Remember that Unicode characters are supported in the subject line.

You can define a dynamic subject line.

4. Click OK.

How to Change the Encoding of the Email

To change the encoding of an email, follow these steps:

1. In the email workspace, select the checkbox next to the email to modify.
2. Click the Properties button from the toolbar.
3. Select the desired encoding from the Language drop down. 
4. Click OK.

How to Modify an Existing Email

Note: If you're revising an email that's used in a triggered send, you must pause the trigger interaction, edit the email, and restart the interaction. Any triggers that occur during the paused state will queue until you restart the interaction.

Follow these steps to change the content of an email:

1. In the email workspace, click the hyperlinked name of the email to open the email in the email editor workspace.
2. Click inside the content box you wish to modify. 
3. Click Modify Content.
4. Make your desired changes.
5. Click Save.

If you're working with an HTML based email, you can make changes directly in the HTML. 

How to Change the Layout of the Email

Note: This feature requires use of the advanced content editing tools, which you enable by clicking the Settings button on the persistent task bar at the top of the application screen.

Use the following steps to apply changes to your email template to the body of the email or to change the template associated with the email:

1. Click the Content tab in the navigation bar.
2. Click the my emails folder. If the email to update exists in a subfolder, click the subfolder. The my emails screen appears.
3. Select the checkbox next to the email to update.
4. Click the Properties button on the toolbar.

The Source Template section provides information about the template associated with the email. If the template has been updated since the last time it was applied to the email, a note appears in this section.

5. Click the Apply Template Changes link to apply the template changes. Click the Change link to apply a different template.

The Apply Template screen appears.

Note: If you clicked the Change link, you must select the new template to apply in the New Template field.

6. Map the content areas in the original template layout to the content areas in the new template layout to indicate where the existing email content should appear in the new layout.
7. Click Save in the toolbar.
8. The Confirm Changes window appears.
9. Confirm the information in the window and click OK.

How to Move an Email

Use these steps to move an email to another folder:

1. In the email workspace, select the checkbox next to the email to move.
2. Click the Properties button in the toolbar.
3. Click the Move button to open the Move Email dialog box.
4. Choose the desired folder and click OK.

The email is moved to the selected folder.

Relocating an email has no effect on any past or scheduled deliveries of the email.

How to Delete an Email 

You can delete an email from the email workspace, which you get to by clicking Content in the navigation pane and then opening the appropriate email folder.

Deleting an email has no impact on past deliveries of the email or on the tracking history of the email.

Note: Deleting an email has no impact on pending deliveries (deliveries of this email scheduled for the future). If you do not want this email to be sent, you need to remove the schedule(s) before you delete the email.

Note: If you are using a Lock and Publish account, you cannot delete a published email.

Follow these steps:

1. In the email workspace, select the checkbox next to the email to delete.
2. Click the Delete button in the toolbar.
3. Click OK in the confirmation dialog box.

The system deletes the email.

How to Import a Survey into an Email

You can embed a survey that you already created in an email by retrieving the survey and inserting it into a content area.

Note: Once you've embedded a survey into an email, the only way to modify the content of the survey is to remove the survey from the email, edit the stored survey, and re-embed it into the email.

Use the following steps to add a survey to an email:

1. Click the Content tab.
2. Click my emails.
3. Open the email to which you wish to add the survey.
4. Choose Retrieve Content in the content area where you want the survey to go.

The Retrieve Content window appears.

5. Click the Survey tab to see a list of surveys you have created.
6. Select the Browse button to choose the folder that contains the survey, if applicable.
7. Select the radio button next to the survey to insert it.
8. Click OK.

The survey is added to the email. You can preview the email by clicking the Preview button.

How to View the Availability of a Published Email

This procedure is only for users in a Lock and Publish account.

When your Enterprise administrator publishes an email to your account, the administrator can specify the period during which the email will be available.

To view the availability of a published email, follow these steps:

1. Open the email.
2. Click the Details button associated with the email to bring up the Email Properties dialog box.
3. Look at the Published Email AvailabilityStatus line at the bottom of the dialog box. If your Enterprise administrator specified an expiration date and time for this email, that information is displayed here. After that date and time, the email will no longer appear in your Global Emails folder.