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How to create and send emails

This article explains how you create and send emails.

Zaklina Udovicic avatar
Written by Zaklina Udovicic
Updated over a month ago

Go to Marketing → Emails, and you'll end up at the general overview. This is where you'll find all drafts, sent, scheduled, and archived emails.

Step 1: Choose your template


Click on Create email at the top-right corner and choose what template you want for your dispatch. You can select from already-made templates set up by default or earlier creations made by your organization. If you want to read our guide on creating a template, you can click here.

ℹ️ Choosing a template is only a guideline on how your email design can look; you can modify the template when designing the email.

Step 2: Design


You have now entered the design area! This section is where you design and add your content. To the left, you will find a toolbar that will make it possible for you to design your email. The preview window in the middle of the screen is where you'll build the email.

We'll focus on the toolbar to the left, where you find Content, Rows, and Style.

Content

This is where you find all available elements for you to use in your email. This is a drag-and-drop function; if you wish to add an element, click on it and drag it to the design.

If you add an element, the top-left toolbar will change to an Edit bar for that specific element, allowing you to make adjustments to fit your design.

Rows

Your email is divided into different rows, so you can easily choose if you want a section in the email to have 1 - 4 columns next to each other. For example, if you're going to add several small images with text blocks underneath each one.

If you create a row you want to reuse, you can save it, and it will appear when you create future emails. Click here to read more about how to save a row.

Style

The Style tab is a general element where you set the base for your email. However, as we mentioned above, your email is divided into rows, and each row also has its own style settings called Row properties. So, if you make changes to a specific row, these changes will overwrite the general style settings.

For example, let's say you go to the Style tab and set a yellow background as a base for your email. But you also set another background color for a row; that row will have its own background color than the rest of the email.

Desktop- vs. mobile view

The four icons found at the bottom of the preview area (↩️ ↪️ l 🖥️ 📱) allows you to undo/redo actions and switch between desktop- and mobile view.

The desktop view is set by default, but you can easily switch to the mobile view by clicking on the mobile icon. All changes applied from the mobile view only apply to that view. This is shown by marking each style element with a light blue color.

You can also hide elements from your email dispatch depending on what device your recipients open it in (desktop or mobile). Select the relevant element, scroll down to the bottom of the toolbar menu, and choose Hide on mobile. When you're in the desktop view, this can also be done, but you then choose Hide on desktop instead.

Auto-save is default always on, but if you like to save your email manually, you'll find the Save button at the top-right corner.

Step 3: Test your email


You can send a test email to yourself and your colleagues to see how the dispatch will appear. Send test email is available in the top-right corner. Click on it and fill in the emails you want to send it to.

If you use merge tags, you can test those by filling in a default value before sending the email.

You can also send a preview link to your colleagues if they want to stay up to date with the design; this is done in the top right corner; click on Actions → Send preview link and copy-paste this to a colleague.

Step 4: Email settings


At this step, we move to the Email tab at the top of the menu bar. This is where you set the rules for the email.

From

This is where you choose your sender address.

Subject and content

The dispatch subject and preview text are filled in here. The preview text is typically displayed underneath the sender name and subject line in a recipient's inbox.

Send time

Choose if you want to send the email right away or schedule it for another time.

Communication type

What communication does your email contain?

Marketing communication will only be sent to consenting subscribers, and an unsubscribe link needs to be included in the email.
Non-marketing communication is only intended for vital information and can not contain marketing. You can read more about this here.

Merge tag defaults

This section only pops up if you add merge tags in your email. Since used merge tags can have unknown values (for example, some contacts miss their first name in MarketHype), you need to specify a default value to be shown in the email if the data is not defined. You can read more about merge tags here.

Make it easy to find later

These are internal details to make it easier for you to find the dispatch in the email overview.

Step 5: Choose your recipients


It's time to choose your recipients! Click on Recipients at the top menu bar, and you will find MarketHypes' audience filter, click here to read more about how to use it.

The total number of selected recipients is displayed to the right.

All email addresses on the customer's contact card in MarketHype will be picked up as recipients. Therefore, the recipients for an email dispatch might have more recipients than actual contacts.

Step 6: Review and send/schedule


When happy with your result, press Review and send/schedule, and a window will appear with a summary stating the following:

  • Send to (recipients)

  • Send time

  • Email details and content

  • Message

You can easily adjust and edit any of the elements by pressing the Edit button to the right of each section.

If anything is missing, for example, recipients - the review window will start by showing what you must fix before hitting the send button. The Edit button stated above will then show a Fix now button instead to make it easy for you to adjust the issue.

Depending on what you choose as the send time, a Send Now button or Schedule button is visible at the bottom of the Review and Send window. The button is clickable once you have fixed all issues and scrolled through the review sections.

ℹ️ Emails will be sent according to your organization's time zone.

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