Accessing the Email Builder


Once you are logged in to your ContactMoney account, you will see the below headers in your dashboard:


Email Library 

In this section, you are able to edit an existing email within the template builder. Check out this section of the help centre for more information!

My Templates

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.

Create New Email

Clicking on this button leads to 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 take you to the email builder.


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