× The Email application is brand new. Because we’re working on improving it daily, what you see in the documentation may differ slightly from what you see in the app.
1. Go to the email tool
Begin with your Email Manager.
2. Go to email settings
Click the Manage Settings link in the sidebar navigation.
Then in the Main Options sidebar navigation, click Email Options > Email Types.
3. Create a new email type
By default, you'll have an email type called Marketing Information. You can either edit that email type if it's not applicable to your company by clicking Actions > Edit...
... or, you can create a brand new email type using the fields below, and clicking Create Email when you're done.
Create a name and description for your email type. Some examples of email types might include:
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Weekly newsletter
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Monthly newsletter
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Product updates
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Promotions & discounts
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Marketing updates
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Critical notifications
Both the name and description will be visible on the Communication Preferences screen your contacts will see upon clicking "Unsubscribe," so make sure your descriptions of each are thorough and encourage recipients to stay subscribed.
4. Assign each email to an email type
Once you have created more than one email type, you will see the Email Type dropdown menu appear in the Basic Information section of your email editor. To assign your email to an email type, simply select an email type from this dropdown menu.
