📧 Emails Tool Help Guide

Welcome to the Emails Tool! This feature allows you to manage, track, and optimize your email campaigns with ease.

🧭 Navigating the Emails Tool

When you hover over the Emails tool in the left-hand menu, you’ll see two options:

• Campaigns

• Templates

Click on Campaigns to access the main campaign dashboard.

📋 Email Campaign Dashboard

This page shows:

• Draft, Scheduled, and Sent campaigns

• Campaign Title

• Last Updated date

• Execution Date (if applicable)

Use the three-dot menu (⋮) on the far right of each campaign to:

• Preview

• Move to Folder

• Clone

• Archive

• Delete

🔍 Viewing & Organizing Campaigns

Sorting Options:

• Sort by Recent

• Switch between List View and Grid View

Search & Filter:

• Use the Search Bar to find campaigns by name

• Use Filters to narrow by status (e.g., Draft, Scheduled, Sent)

⬆️ Top Menu Buttons

At the top of the page, you’ll find several useful buttons:

📁 Create Folder

Organize your campaigns by creating folders.

1. Click Create Folder

2. Name your folder

3. Save

✉️ Create Campaign

1. Click Create Campaign

2. Choose a template:

   • Blank Template

   • Pre-Built Templates from your library

⚙️ Email Settings

Click the gear icon (⚙️) in the top-right to open Settings. Here’s what you can manage:

🗓 Attribution Settings

• Default window: 5 days

• Customize the window to extend or shorten the time that actions are attributed to email links

• Choose to apply to:

  • All Campaigns

  • Only Campaigns with Products

✅ Click Save when done

✅ Verified Sender Emails

1. Click Verify an Email

2. Enter the email address you want to verify

3. Enter the OTP code sent to that email

4. Click Verify

📬 Sender Preferences

• Set default sender info for test emails

• Auto-fill sender fields for faster setup

• You may also use custom values

🔤 Font Selector

• Add custom fonts to your campaign builder

1. Search for a font

2. Select and click Add Font

📈 Tracking Settings

Enable email performance tracking:

• Click Tracking: Monitor link click activity inside your emails

• UTM Tracking:

  • Add standard UTM parameters (source, medium, campaign)

  • Use Custom UTM Parameters for advanced tracking

✅ Don’t forget to click Save