Create an email

Steps have been checked against the live platform. Screenshots are cropped to protect account and customer data.

Step-by-step instructions

1. 01

   Open Add Letter

   Expand Letter Management → Letter → Add. The current form combines letter details and the content creation method.

   Open full-size screenshot

2. 02

   Distinguish name from subject

   Name is required and is for internal reference only. Subject is the email subject, with a 255-character limit and no line breaks. Do not send internal notes as the subject.

3. 03

   Choose a creation method

   Choose Start from Blank, Use Template, Upload MHT, Upload EML or HTML Editor. Starting from blank opens EPOST email editor in another window; allow that editor if the browser blocks the popup.

4. 04

   Edit and return to the letter form

   Select Save at the top right of Builder and return to the original letter form to check the content. Read the help beside Embedded Database Data before using personalisation fields.

   Open full-size screenshot

5. 05

   Save and check the list

   Check the subject, content, images and links, then select Complete on the letter form. Verify it in Letter → List. Creating a letter does not automatically create a sending schedule.