Context
In this tutorial, we will go over how you can create an Email eBlast that can be easily sent out to your contacts.
Under your sub-org, go to hyMail.
Step 2 - Select the Template
You can choose to edit the existing templates, duplicate the existing templates, or create a new one.
Step 2a - Select an Existing Template
On the 'My Emails' page, select the product from hyMail, hyBlast, or hyALM.
It will take you to the already existing Templates page for the respective products, whichever you choose. You can Design the existing campaign or duplicate them and then design the duplicated ones. Hover over the campaign you would like to edit and click on Design or Duplicate to edit the existing or the duplicate ones.
Step 2b - Create a New Template
To create a New Email template, click on the '+' sign on the My Emails page of hyMail.
It will take you to the page where you can choose from a different category of templates mentioned below:
- My Email - The email campaign templates that already exist.
- Sub - Org Templates - Templates exclusive to the property.
- Org Templates - Templates available Org-wide.
- Hy.ly Templates - Default hy.ly Templates.
- Import - Import your own custom-made template.
Once you select the category, hover over the template you like and click 'New Email' or 'Clone.' If you choose the My Email or the Sub-org template, you'll get the option of '+New Email.' If you select the Org Templates or the Hy.ly Templates, you'll get the option to 'Clone' the template.
The template with the '+New Email' option will take you directly to the Email Editor page.
For templates that you clone, you will have to set a Template name. Type in the name you want to give your template, and click the "Save Clone To Edit Mail" button.
Step 3 - Edit the Email Body
To Edit the Template, hover over it and click 'Design' for already existing templates, duplicate templates, or new cloned templates.
Now that you are in the 'Email Editor,' click on the "Feature" email slice and edit its sections, Title, and Splash Image.
- Title Section: Type in your email's Title in this field. It is best to select the HTML icon when editing text to avoid any unwanted HTML tags. Refer to our tutorial on How To Edit an Email's Text for more details.
- Splash Image: Click the "Replace" button to the right of the thumbnail. Next, click the "Browse Files" button, select your image, then click the "Start Upload" button. Make sure the image fits the specified size dimensions.
You can hide or unhide a section by clicking on the eye icon.
Quick Note: Make sure to click the "Save Changes" button frequently while replacing the email's content.
Step 4 - Edit Body Email Slice
Click on the "Body" email slice, and edit the sections Title, Full Body, and Call To Action Button to your liking. Now that your email has been designed, it is time to get it ready to be sent out.
Click on Save Changes once you are done making the changes.
Step 5 - Set up the Email Elements
Refer to the linked tutorials on how to set up the following elements of your email campaign:
- Email Header: What Makes Up the Email Header?
- Send a Test: How To Send a Test Email
- Send Groups: Overview: Selecting Your Email Groups
Step 6 - Schedule Your Email
After all of the above has been set up, click the Schedule link. You can choose from three options on this page for when you want to send out your email campaign. For this tutorial, we will select the first option," Deliver at the following time," to schedule this email.
Quick Note: You may need to refresh your page for the subject line to update to what you have input previously. Ensure your email is saved and edited before hitting refresh to ensure you do not lose any information.
All you have to do is specify your date and time in their respective fields, click the "Schedule" button, and you are done. Congratulations, you have just created and scheduled your first email!