How to Create, Edit, and Manage Emails

William Harper Updated by William Harper

Get a unified view of all your Friendbuy emails for each campaign within the Emails section. It's easy to create new drafts and make edits by managing all your emails in one place. Once an email is ready to be used, assign it to a campaign in the Referrals section.

Referral Email Table

Access all your referral campaign emails in one spot to see which emails are assigned to which campaigns. Remember to enter a descriptive and unique Email Name to help keep track of new versions. Each email has a specific Email Type that is choosen when first creating the email. Learn more about each email type and creating a new email below.

Campaign(s)

When an email is assigned to a referral Campaign, the campaign name will be displayed in the table with either a green tag (indicating the campaign is Active) or gray tag (indicating the campaign is a Draft). Emails can be assigned to multiple campaigns.

Editing

Click the Edit button in the table to open the email editor to make content and design updates. Saved edits will be published live to any associated campaign(s).

Actions

Click the three dots menu under the Actions column to see an email Preview, Send Test Email to your inbox, Duplicate an email to make a copy, or Archive / Unarchive an email to hide / show it in the table.

Sorting

Use the Last Modified On column to check the date and time the email was last edited. By default, emails will be sorted with the most recently modified at the top of the table.

Scroll down to learn more!

Creating an Email

  1. Click Create an Email
  2. Select an Email Type you plan to use in your Referral Campaign. Note: Email Type cannot be changed after an email is created
  3. Enter an Email Name, Subject Line, Text Body, and HTML Body in the email editor. Note: Email Name must be unique. Click Show Merge Variables to see the list available for the Email Type you selected. You can include merge variables in any of the email fields to customize your messaging, which will then update with the corresponding value when it is sent to a customer.
  4. Optionally, you can Preview or Send Test Email to yourself within the email editor. You will also have the option to do this after the email is created.
  5. Click Create Email to add it to the Emails table. Note: Newly created emails will start off as a draft and will not be assigned to a campaign.

Editing an Email

All email editing must be done from within the Emails section - not within the Campaign section.

In the Emails table > click Edit to open the email editor. At the top, you can see a Campaign tag(s) if the email is currently assigned to any Campaign(s). Active campaigns are shown with a greeen tag, Draft campaigns are shown with a gray tag. You can also see the Created On date and Last Modified date for each email.

Editing an email assigned to a campaign will publish the changes live to the campaign immediately.

When using Merge Variables, be sure to copy and paste the variable exactly as it is shown in the list. Variables are different depending on the Email Type so be cautious not to use a variable which is not listed.

Duplicate an Email

In the Emails table > click the three dot menu > select Duplicate

Duplicated emails will open in the email editor with a copy of the same Email Type, Email Name, Subject Line, Text Body, and HTML Body from the original email. Remember to rename the newly duplicated email to keep organized!

The duplicate email will start off as a draft and will not be assigned to a campaign.

Preview an Email

In the Emails table > click the three dot menu > select Preview

Email previews will display the HTML as it will appear on Desktop view in a customer's email client, including the From Name, From Email, and Subject Line.

The From Name will be the Company Name set up in the Account > Email Sender settings. Learn more about Email Sender settings here. Note: Advocate Share emails appear they are coming from the Advocate (on behalf of the company), so the Advocate's Name will be dynamically inserted when sent to a customer.

Send a Test Email

In the Emails table > click the three dot menu > select Send Test Email to trigger an email to your account's inbox.

Note: Merge variables will not be populated in the test email.

Archive or Unarchive an Email

In the Emails table > click the three dot menu > select Archive or Unarchive

Archived emails will only be visible in the table when using the filtering option above the Emails table. Archived emails will appear with their name grayed out and cannot be edited or duplicated. You can still preview or send a test email using the three dot menu.

Note: If you archive an email that is associated to a Draft campaign, it will not Archive the campaign itself and vice versa. Emails that are assigned to an Active campaign cannot be Archived.

Assign an Email to a Campaign

To assign an email to a Referral Campaign, go to Referral > selected the desired Campaign > click the Emails tab within Campaign settings. Then click the (+) button next to the relevant email type and select the email you'd like to assign. Note: Archived emails will not be selectable.

You can also Replace or Remove an existing emails that is already assigned to the Campaign by clicking the three dot menu within the same tab.

Separately, assigning emails to Advocate Reward Tiers is done within the Advocate Reward > Tiers section of Campaign settings. Note: Only Advocate Reward Type emails can be assigned to a Tier.

Learn more here.

A/B Email Testing

Use the A/B Testing section within the referral campaign settings to run an A/B test by creating a variant. Each email variant will live inside the A/B test, not in the Emails section. Learn more about setting up A/B tests.

Additional Notes
- Email(s) assigned to an Advocate Reward Tier will be displayed in the Emails section associated to the corresponding campaign. Learn more about setting up Tiered Rewards.

- Learn more on how to properly set up an Expiration Reminder email, if using Account Credit or Points as a reward type.

- The Emails section is accessible by accounts with either Admin, Designer, or Developer role-based permissions.

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