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Accessing the Email Manager

Navigation: Communications > Emails

  1. From the bottom navigation bar, click Communications
  2. Click Emails. The Email Manager will display.


 

Email Manager Overview

FieldDescription
1. Search TableEnables you to search the list of emails
2. ColumnsEnables you to select which columns to display
3. +CreateEnables you to create an email
4. NameThe name of the email
5. TypeThe type (e.g., Direct, Marketing, Non-Marketing) of email
6. SubjectThe subject of the email
7. StatusThe status (e.g., Draft, Failed, Published, Queued, Scheduled, Sent) of the email
8. Total RecipientsThe total number of recipients that received the email
9. Created ByThe name of the staff member who created the email
10. Updated OnThe date your email was last updated
11. Sent OnThe date and time your email was sent


Using the Email Manager Filter

Adding Filter Criteria to the Email Manager page

  1. Click the Filter dropdown menu
  2. Select the criteria you’d like to filter on the Email Manager page
  3. Click Confirm



Removing One or More Criteria from the Email Manager page

  1. Click the Filter dropdown menu
  2. Uncheck the criteria you want to remove from the filter
  3. Click Confirm



Removing All Filter Criteria from the Email Manager page

  1. Click the Filter dropdown menu
  2. Click Remove Filters


 

Changing the Email Manager Column Headers

Adding Column Headers to the Email Manager page

  1. Click the Columns dropdown menu
  2. Select the field(s) you’d like to display on the Email Manager page 



Removing Column Headers from the Email Manager page

  1. Click the Columns dropdown menu
  2. Unselect the field(s) you want to remove from the Email Manager page

 

Additional (non-default) Column Headers

FieldDescription
1. DescriptionThe description of the email

Tip: Although Description is not a required field, we recommend that you describe your email to help other staff members easily identify it.
2. RecipientsThe name of the Smart Search used to create the list of email recipients
3. TemplateThe name of your email template, if applicable