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Add a new email

To add a new email, follow the steps below:

  1. Click ADD NEW in the top right corner of My library.

  2. Select Email. The Create new email pop-up appears:

  1. Set the name for your email [1].

  2. Specify metadata: a target system [2], language [3], and country [4].

The list of target systems is configurable. Please contact your administrator for details.

Under the metadata dropdowns, you can find the available templates in the following tabs:

  • Layouts – generic layouts (templates with the basic outline).

  • Templates – templates with corporate logos and other essentials.

  • My Templates – templates created by you.

  • Shared with me – templates shared with you.

To find a template, enter its name in the Search field.

  1. Select the required template and click CREATE.

To preview a template, click on its card.

The list of available email footers depends on the Country and Language you've set during email creation.

Edit email details

You can change the email metadata after it was created. To do this:

  1. Unfold the email more options.

  2. Click Edit Details:

  1. In the pop-up that appears, update the fields with the required information.

  2. Click SAVE to apply your changes.

Upon the target system change, email blocks are automatically replaced. As a result, the same email body is embedded in another template specific to the selected target system.