Email Library

Adding an Email to your Email Library First, make sure the Email Library is enabled in the More menu: Now, select Marketing from your Simplero Dashboard Select the Email Library Select the Create new email button at the top right corner Choose the Recipient Object type - This determines which interpolations, conditions, and actions are available for that email. For example, if you choose "Event participant", you will see interpolations, conditions and actions that are relevant to events.  Complete the rest of the fields just like you do in a Broadcast or Autoresponder, and click the Create library email button to save. Editing an Email in the Library Select Automation from your Simplero Dashboard Select the Click on Automation emails Button Locate and select the email you want to edit Click the Edit hyperlink in the top corner of the Basic info box or the Email box Make the changes and click the Save changes button Using the Email in your Library You have 3 options for using the emails that are in your email library. Option 1- Generate a Broadcast Select Marketing -> Email Library from your Simplero Dashboard Locate the email you want to send and click on the Envelope icon to the far right side of the email name Option 2- Add Email to Automation Select Automation from your Simplero Dashboard In the Automations tab, locate and select the Automation name you want to add the email to or create a new automation Add a step to the automation  Select Send email from Library The section ‘Which email’ will appear - locate the email from the drop-down list Click the Save changes button Option 3- Send Email via trigger Add the trigger where desired and complete the fields as follows: Trigger - select from the drop-down list Action - select the Send email from Library Search the library emails to find the right one Click the Save changes button Sending a unique email through an Automation You can also add an automation step where the action is to Send an email without actually having that email saved in your Library. To learn more about that specific automation step setup, check out our guide Automations: Creating and Managing.