Manage Your Personalized Bulk Email Templates

If you reuse the same content or design of a personalized-bulk-email (PBE) often, you can save it as a template.

Use the ‘Save’ option to recall your PBE for future campaigns.

To save your PBE for future reference, click the “Templates” button (as shown) after you have composed it. Choose “save as template” and enter a unique description (e.g.; Coterie Invitation) Next, click “submit” to save it.

 

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To retrieve a template you have saved, click “templates” and select “choose an existing template” as shown. From the next drop-down select the template you wish to re-use. Click “submit”. The content of the template will appear shortly thereafter.

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To delete a saved template, click “templates,” choose option “delete an existing template,” choose the template you wish to delete, and click “submit.”

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Test Option for Personalized Bulk Emails

You may now test your PBE by sending it to any address. Initially your own address will be populated, but you can edit it by clicking on the email. To edit the test address, click on the email address and then click save icon once the other address has been entered.

Testing your PBE is important because this way you make sure everything looks the way it should before you send it out to mass amounts of people

Test option for Personalized Bulk Emails