Email Tab Explained

The Email Tab is the center for everything related to emails and templates. You can create, edit, send, and manage all your emails. As well as see your sent and scheduled emails and more. 

To get started with an email, or to edit an existing one, select “Emails” at the top of your dashboard.

Email Library

This is the library of emails that have been recently created, edited, scheduled and sent. These are emails that you can insert into your new message within Outlook or Gmail.

Clicking into any of the emails within the library tab will bring you the template builder, where you can edit and make changes. Check out this section of our help centre for more information! 

Clicking on “Actions” next to the email will show additional options. 

Send

Opens "Compose & Send" for you to send from the browser, read more about Gmail Dashboard Sending

Edit

Opens up your email in the builder for you to edit.

Convert to Template

Allows you to save the email to your “My Templates” page.

Rename

Allows you to change the name of your email

Replicate

Allows you to replicate the email within the same team.

Share

Allows you to quickly share emails across your organization.

Apply Tag

Allows you to easily filter and organize your emails in all stages. Read more about Organizing Your Email Content With Tags.

Remove Tag

Will remove the tag from all stages of the email. 

Delete

Allows you to delete the email. Please note that once an email is deleted, it cannot be recovered!

My Templates

Here you can access templates that are owned by you. Clicking into a template will allow you to edit it, which will not add it to the email library. Only you are able to edit the templates you own, while your team members can use your templates to build new emails. All of your templates will be visible by your team when creating a new email in the “Team Templates” tab.

Saved Rows

Learn more about Saved Rows here.

Create New Email

Clicking on this button will open a slide out window on the right-hand side where you can review your team's templates and sample templates. From here, you can select any of your "Team Templates", "Sample Templates", or "Start from Scratch".

Any of these options will move you to a brief second step in the process where you will be asked to name and optionally tag your email. Clicking the blue Create button will open the Email Builder.

Team Templates

This will show all of the templates created by you and the members of your team. Clicking “Get Started” on a template will launch the email builder.

When selecting a team template, you will be creating a new email that does not change the template. If you wish to edit a template you own, this can be done from the “My Templates” tab.

Sample Templates

Free with your subscription with us! These templates are for your usage. Select a template and click “Get Started” to begin creating your branded communications.

Import JSON

This is where you can import previous ContactMonkey or other designed emails via a JSON file.

Start from Scratch

Allows you to create an email that does not use a team or sample template.

Learn more below!