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Emails for Automations

Adding an Email to your Emails for Automations - Previously known as Email Library

  1. Select Marketing from your Simplero Dashboard

  2. Select the Email for automations 

  3. Select the Create new email button at the top right corner

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  4. Complete all 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

  1. Select Automation from your Simplero Dashboard

  2. Select the Email Library tab 

  3. Locate and select the email you want to edit

  4. Click the Edit hyperlink in the top corner of the Basic info box or the Email box

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  5. 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

  1. Select Automation from your Simplero Dashboard

  2. Select the Email library tab

  3. Locate the email you want to send and click on the Envelope icon to the far right side of the email name

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Option 2- Add Email to Automation

  1. Select Automation from your Simplero Dashboard

  2. In the Automations tab, locate and select the Automation name you want to add the email to or create a new automation

  3. Add a step to the automation and complete the fields as follows

    • Step type option - select Action from the drop-down list 

    • Do this - select the Send email from the drop-down list >> then Reuse email from the email library

    • Which email - locate the email from the drop-down list

  4. Click the Save changes button


Option 3- Send Email via trigger

  1. Add the trigger where desired and complete the fields as follows:

    • When this happens - select from the drop-down list

    • Do this - select the Send email from the drop-down list >> then Reuse email from the email library

    • Which email - locate the email from the drop-down list

  2. 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.

Last updated 5 May 2022.
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