You can now create, edit, and save emails as drafts and do so with ease. This is a great way for you to get ahead on some of those email communications or save your progress on an important email to finish at a later date.
To get started:
- You will start your email as usual, by clicking "Compose" within the email communications.
- Fill out the recipient field and add in your email template and/or link it to an event/lead if applicable.
- Adjust, edit, remove the text in the subject line or body if needed and add any attachments needed.
- When you are ready or need to move to draft, you'll click "Save as Draft" in the top left corner, next to "Send."
To Retrieve your Drafts:
To view your drafts, you can go back into your Communications tab and find "Drafts" in the quick view panel. If you do not see "Drafts" in this quick view, then there are no drafts within this folder. It will show up when you have added drafts and the font will show up bolder when there are new drafts added.
Click on the email draft you wish to edit, link/unlink, or trash. It will open up the email more to show a preview of the text and give you the "Action" button. If you are ready to send a draft, you'll want to click on "Edit Draft" first.
Once you click on Edit, it will open the email back up. You are free to make any necessary changes and when you are ready you can click "Send now" to send out your email.
Important to note: If you linked an email draft to an event/lead when first created it, it will lock that change in place. In order to unlink or relink, you'll want to click on the action button in the previous view and select the option there.
Step-by-Step Walkthrough with Scribe
Check out our Step-by-Step walkthrough of this tool by clicking on the link below.
Be sure to click on the "guide me" button to view the steps and your screen at the same time, making it easier to follow along.
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