Building an Email

In the Outbound Automation system, emails are broken up into four separate parts: Subject Line, From Line, Body and Footer/Unsubscribe. To build an email you must add each of these parts. Before building a complete email, you must first build each of four individual parts.

Step 1: Add a Subject Line

To build a subject line, go to Creatives>Subject Line and click Add New Subject Line. Type in your subject line exactly how you would like to to appear in an inbox. When building your subject line, you will also see a set of available magic strings. Simply copy any string you would like to use into the Subject Line field and it will auto-populate with the appropriate information when delivered to your contacts’ mailbox.


Step 2: Add a From Line

Adding a from line works the same as adding a subject line. When adding a new from line, the From Name is what the email recipient will see in their inbox, while the From Email is the actual address the email is sending from. If you have an Amazon SES account integrated with the system, a verification email will be sent to your from email address once you click Save and Continue. You must first verify this email address before using it in any campaign that is sending via Amazon SES. If you are sending emails via Sparkpost or another ESP that requires you to verify your domain, your from email address must be one of your verified domain. Ex.

lead remarketing whitepaper

Step 3: Add an Email Body

To build an email body go to the Body dashboard and click Add New Body. Next select one of our pre-created templates, themes or select the Blank – Code Your Own template if you have a pre-created email you would like to use. Note: Our templates and themes are all built in responsive design and include all required unsubscribe links and footer information. If you utilize the Blank – Code Your Own template, you will need to manually add these.

Once you select a template (and color scheme) or theme you will be directed to the email body editor. First, name your email body. This will be used for internal use only so use a consistent naming convention. Next, you have the option to include an inbox preview and plain text. The inbox preview is the snippet of text that appears after the subject line in many email services such as Gmail. Any email recipient that cannot receive HTML emails will receive the plain text version. It is a best practice to paste your email text and links into the plain text field.

Finally, use the editor to create your email body. Click the image tool to edit or build links for your images. Utilize the magic strings to include contact information within the body of the email or append them to any of your links to pre-pop the contact information into forms.

Step 4: Footer/Unsubscribe

Next, go to Footer/Unsubscribe to create a new footer. This will display your company information at the bottom of the email as well as include two unsubscribe links (Unsubscribe from Campaign and Unsubscribe from All Future Mailings). When adding a new footer/unsubscribe, your company information from the Setup tab will automatically pre-fill the fields. Either use this information for your footer, or manually adjust any of these fields. Click Submit.

Step 5: Assemble Your Email

You have now created each individual piece of your email. Your last step is to bring them all together. Go to your Creatives tab, select the Email (Complete) subtab and click the Add New Creative button. This wizard will allow you to assemble your email by selecting a pre-created subject line, from line, email body and footer. For each step, you can see the statistics associated with each email piece and allow you to select your choices accordingly.

Once your have selected all four parts of your email, you will reach the summary step. Name your email, select a reply to email address and click Create. Your email is now built and available to use in any campaign. From your Email (Complete) dashboard you can edit this email and also test send the email to yourself.