{"Status":true,"Message":"","Response":{"post":{"postuid":"g5d6kyabxb","tenantuid":"d8b744fc-2e70-4089-bb80-dd1d08f6c7b2","projectuid":"239698c5-f7eb-4574-8cc8-c6568f08b3a0","title":"Create or Edit an Email","slug":"article/g5d6kyabxb-create-an-email","html":"\u003Ciframe src=\u0022https://player.vimeo.com/video/849487002\u0022 width=\u0022640\u0022 height=\u0022360\u0022 frameborder=\u00220\u0022 allowfullscreen=\u0022\u0022\u003E\u003C/iframe\u003E\u003Cp\u003EThere are two main ways to create a new email:\u003C/p\u003E\u003Ch2 id=\u0022create_an_email_from_within_a_campaign\u0022\u003ECreate an Email from within a Campaign\u003C/h2\u003E\u003Cp\u003EFrom within a campaign in the \u003Ccode class=\u0022inline-code\u0022\u003EAssets\u003C/code\u003E tab. Click on \u003Ccode class=\u0022inline-code\u0022\u003E\u002B Create new\u003C/code\u003E and select \u003Ccode class=\u0022inline-code\u0022\u003EAdd an email\u003C/code\u003E:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221293\u0022 data-height=\u0022961\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/ac417cc5-fc4c-4f54-8313-857b7f033520.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch2 id=\u0022create_an_email_from_main_menu\u0022\u003ECreate an Email from main menu\u003C/h2\u003E\u003Cp\u003ENavigate to \u003Ccode\u003EOutbound \u0026gt; Emails\u003C/code\u003E or click on the \u0022Emails\u0022 button from your DailyStory Dashboard.\u003C/p\u003E\u003Cp\u003EOnce you\u0027ve created a new email, you will be asked to assign it to an existing campaign or you can create a new one. \u003C/p\u003E\u003Cp\u003E\u003Ca href=\u0022/article/tivfba1hb5-campaigns\u0022\u003ECampaigns\u003C/a\u003E are a cornerstone of DailyStory and the central hub for each specific marketing them you want to run.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022686\u0022 data-height=\u0022462\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/25cc2bb72583dab518c5c93acb85c99d.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003ENext you\u0027ll need to complete some basic email settings. The mandatory fields to create an email are \u003Cb\u003EName\u003C/b\u003E, \u003Cb\u003ESubject\u003C/b\u003E and \u003Cb\u003EFrom\u003C/b\u003E (sender). The description and inbox preview text are optional \u003Ci\u003E(although we highly encourage you to utilize the inbox preview text)\u003C/i\u003E.\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Cb\u003EName\u003C/b\u003E\u0026nbsp;- The name of your email within DailyStory (recipients will not see this).\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EDescription\u003C/b\u003E\u0026nbsp;- The description of your email within DailyStory (recipients will not see this).\u003C/li\u003E\u003Cli\u003E\u003Cb\u003ESubject\u003C/b\u003E\u0026nbsp;- The subject of your email your recipients will see.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EFrom\u003C/b\u003E\u0026nbsp;- The from address of your email your recipients will see.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EPreview\u003C/b\u003E\u0026nbsp;- The preview text of your email the recipients will see in their inbox.\u003C/li\u003E\u003C/ul\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221294\u0022 data-height=\u00221230\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/30631cd5-180e-49d4-a6b6-c08548169487.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EThe\u0026nbsp;\u003Cb\u003ESubject\u003C/b\u003E\u0026nbsp;of your email is a descriptive introduction to the body of your email message. The subject may contain emojis and\u0026nbsp;personalization tags and scripts.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221431\u0022 data-height=\u0022695\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/d7bf5776a3ade35966413b5d7993dcb3.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EThe\u0026nbsp;\u003Cb\u003EFrom\u003C/b\u003E\u0026nbsp;address must be a valid email address. Examples:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u0022Renew your membership\u0022 \u0026lt;sales@example.com\u0026gt;\u003C/li\u003E\u003Cli\u003E\u0022Rob Howard\u0022 \u0026lt;rob@dailystory.com\u0026gt;\u003C/li\u003E\u003Cli\u003Ehello@dailystory.com\u003C/li\u003E\u003C/ul\u003E\u003Cp\u003EClicking the more options dots to the right of the\u0026nbsp;\u003Cb\u003EFrom\u003C/b\u003E\u0026nbsp;address will open a popup. From this popup edit the friendly name, email address and where replies should be sent to:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022617\u0022 data-height=\u0022424\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/7a92e12c99a60e06f2a6b9f8afd1e3e8.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EOnly the email address is required, but it is recommended to also set a name.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ESet a \u0022Send replies to\u0022 email address if you want replies to be sent to someone other than who the email came from. This sets a special \u0022reply-to\u0022 header in the email.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EIf you frequently send from the same addresses, you can enter a list of those addresses using \u003Ca href=\u0022/article/t8bs4i2mva-manage-senders\u0022\u003EManage Senders.\u003C/a\u003E\u003C/p\u003E\u003Cp\u003EUse \u003Cb\u003EInbox\u003C/b\u003E\u0026nbsp;\u003Cb\u003EPreview\u003C/b\u003E\u0026nbsp;to optionally write content shown when the email is previewed in your recipient\u0027s inbox.\u003C/p\u003E\u003Cp\u003EThis enables you to control exactly what is seen when someone is previewing your email. The preview may contain emojis and\u0026nbsp;personalization tags and scripts.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003EPreview is optional, but we strongly recommend always utilizing the preview text feature to override the mail client deferring to the first few lines of your email.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EOnce the required fields (Name, Subject and From) are complete, click the \u0022Create Email\u0022 button to save the new email.\u003C/p\u003E\u003Cp\u003ENext, you can either\u0026nbsp;\u003Ca href=\u0022/article/035zxhdqfo-edit-email-html-and-css\u0022\u003Eedit the HTML\u0026nbsp;of the email\u003C/a\u003E or use the\u0026nbsp;\u003Ca href=\u0022/article/kw4n3vdfqc-using-the-email-designer\u0022\u003EEmail Designer\u003C/a\u003E\u0026nbsp;to build a new email.\u003C/p\u003E\u003Ch3 id=\u0022personalizing_the_from_address\u0022\u003EPersonalizing the From Address\u003C/h3\u003E\u003Cp\u003EFor some cases, you may want to use personalization for setting the from address of an email. For example, if the recipient is assigned to a known contact at your organization.\u003C/p\u003E\u003Ccite class=\u0022warning\u0022\u003E\u003Cspan class=\u0022title\u0022\u003EWarning\u003C/span\u003E\u003Cp\u003EUsing personalized from address is an advanced concept and should be used with caution.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EUse of this capability requires that personalization fields exist for the contact. For example these could be:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003ESales representative name with API value \u003Ccode\u003Esales_rep_name\u003C/code\u003E\u003C/li\u003E\u003Cli\u003ESales representative email with the API value \u003Ccode\u003Esales_rep_email\u003C/code\u003E\u003C/li\u003E\u003C/ul\u003E\u003Cp\u003EIt is recommended to use a default for the email to ensure a from email address is set if, for any reason, the contact\u0027s profile does not contain this profile value.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022619\u0022 data-height=\u0022431\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/095e4a5c6b762fe612f308fdedfd45dc.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch3 id=\u0022calendar_events\u0022\u003ECalendar Events\u003C/h3\u003E\u003Cp\u003EWhile creating an email you can now include auto-generated calendar email attachment.\u003C/p\u003E\u003Cp\u003EThis is useful for sending appointments, webinars reminders or any other event.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022529\u0022 data-height=\u0022197\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/18f83180fe618f2677cdf77a53d45ca5.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch4 id=\u0022adding_a_calendar_event\u0022\u003EAdding a Calendar Event\u003C/h4\u003E\u003Cp\u003EClick the Add a Calendar Event button. This opens a popup.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022615\u0022 data-height=\u0022633\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/e6e01bfb589f23317a1693149bc0c3ed.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003ESet the name of the event, the location, and the duration. The name and location fields support personalization. For example, the name could be set to:\u003C/p\u003E\u003Cp\u003E\u003Ccode\u003E{{user.firstname}} this event is for you!\u003C/code\u003E\u003C/p\u003E\u003Cp\u003ENext, set when the event occurs.\u003C/p\u003E\u003Ch5 id=\u0022dynamic_date_and_time\u0022\u003EDynamic Date and Time\u003C/h5\u003E\u003Cp\u003EYou can specify a contact\u0027s profile property for the event date.\u003C/p\u003E\u003Cp\u003EFor example, if the contact has an \u0022Appointment Date\u0022 in their profile this is used as the event date and time.\u003C/p\u003E\u003Cp\u003EThen when a campaign is run, each contact\u0027s appointment date is used. This ensures that each recipient gets a unique invitation that matches their appointment date and time.\u003C/p\u003E\u003Ch4 id=\u0022fixed_date_and_time\u0022\u003EFixed Date and Time\u003C/h4\u003E\u003Cp\u003EYou can also specify a fixed date and time, such as for an upcoming webinar.\u003C/p\u003E\u003Cp\u003EWhen a campaign is run, each contact will get an invitation for the same date and time.\u003C/p\u003E\u003Cp\u003EBelow is an example of a scheduled event with a fixed date and time.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022594\u0022 data-height=\u0022333\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/5e74336a6139a84659ca356317650e02.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch4 id=\u0022calendar_events_in_the_inbox\u0022\u003ECalendar Events in the inbox\u003C/h4\u003E\u003Cp\u003EOnce sent, the email will contain an attachment. The attachment may be clicked on to add to the recipients calendar.\u003C/p\u003E\u003Cp\u003EIt also has been optimized to show as an invite for Gmail recipients with Gmail\u0027s calendar preview:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022939\u0022 data-height=\u0022680\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/1265eb417d93dde43ccfa21915dd0301.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch4 id=\u0022calendar_attendee_status\u0022\u003ECalendar Attendee Status\u003C/h4\u003E\u003Cp\u003EWhen recipients of calendar events accept, decline, or tentatively accept your calendar invite, the status is shown on the calendar event.\u003C/p\u003E\u003Cp\u003ENavigate to \u003Cb\u003ECampaign \u0026gt; Calendar\u003C/b\u003E and select the event. You can see the total number of accepts, declines, and tentative accepts.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022835\u0022 data-height=\u0022525\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/b6ac5b9951febdcea64320b56f977d5f.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch3 id=\u0022email_attachment\u0022\u003EEmail Attachment\u003C/h3\u003E\u003Cp\u003EDailyStory does support email attachments. However, we strongly encourage use of a link instead of attaching a file to your email.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003EEmail attachments are not enabled by default. Please contact customer support if you want Email Attachments enabled.\u003C/p\u003E\u003C/cite\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221224\u0022 data-height=\u0022198\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/21dc26907f78a6590abb4fa7c9cc6f51.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch3 id=\u0022advanced_email_options\u0022\u003EAdvanced email options\u003C/h3\u003E\u003Cp\u003EClick \u003Ccode\u003EAdvanced Options...\u003C/code\u003E to configure advanced options for your email.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221221\u0022 data-height=\u0022752\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/e1de2d3a23f49f278543acc82bcc1b7a.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch4 id=\u0022is_web_view_enabled\u0022\u003EIs Web View Enabled\u003C/h4\u003E\u003Cp\u003EA web view of your email enables people to click a link in your email and view the email in a web browser.\u003C/p\u003E\u003Ccite class=\u0022warning\u0022\u003E\u003Cspan class=\u0022title\u0022\u003EWarning\u003C/span\u003E\u003Cp\u003EBy default web view is disabled and no web view is available for your email. When web view is enabled anyone with the URL can view the contents of the email.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003ETo enable a web view of your email first enable the web view by clicked the toggle button in Advanced Options:\u003C/p\u003E\u003Cp\u003ENext, use the \u003Ccode\u003E*|WEBVIEW|*\u003C/code\u003E merge tag to include a link in your email.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote, the \u003Ccode\u003E*|WEBVIEW|*\u003C/code\u003E merge tag only inserts the URL. You need to use it in a link.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EOptionally use the preview link next to the web view toggle button to preview what the web view of your email looks like. It will be personalized using the Test Contact.\u003C/p\u003E\u003Cp\u003EThe web view of the email is unique to each recipient. If \u003Ca href=\u0022/article/qzdfgegk5z-personalization\u0022\u003Epersonalization\u003C/a\u003E or merge tags are used in the email people who view the link will see the personalized view.\u003C/p\u003E\u003Ch4 id=\u0022shareable_url\u0022\u003EShareable URL\u003C/h4\u003E\u003Cp\u003EA Shareable URL is a URL you can use to share a version of your email, such as on Facebook.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote, Is Web View Enabled must be on for the Shareable URL to work.\u003C/p\u003E\u003C/cite\u003E\u003Ch4 id=\u0022is_transactional\u0022\u003EIs Transactional\u003C/h4\u003E\u003Cp\u003EAn email that is flagged as transactional will by-pass the \u003Ca href=\u0022/article/wiri8tg34r-email-sending-guardrails\u0022\u003Eemail guardrails\u003C/a\u003E built into the system, including opt-out preferences. Times when the transactional setting might be used is when a person requests a specific action like downloading a PDF, an email is an order confirmation email or if they\u0027ve filled out a support form.\u003C/p\u003E\u003Ccite class=\u0022warning\u0022\u003E\u003Cspan class=\u0022title\u0022\u003EWarning\u003C/span\u003E\u003Cp\u003EBe default, transactional is disabled and should be used with caution. A transactional email should be reserved for when a person requests a specific action.\u003C/p\u003E\u003C/cite\u003E\u003Ch4 id=\u0022is_open_tracking_enabled\u0022\u003EIs Open Tracking Enabled\u003C/h4\u003E\u003Cp\u003EBy default DailyStory inserts a small transparent image into the HTML body of your email. When an email client displays your email this image is loaded an indicates to DailyStory that the email was opened and which contact opened the email.\u003C/p\u003E\u003Cp\u003EYou can disable open tracking by toggling this option to OFF, but do so with caution as automations and reporting are impacted.\u003C/p\u003E\u003Ccite class=\u0022warning\u0022\u003E\u003Cspan class=\u0022title\u0022\u003EWarning\u003C/span\u003E\u003Cp\u003EWarning disabling open tracking impacts automations that depend on open tracking and reports no longer reflect open details for your email.\u003C/p\u003E\u003C/cite\u003E\u003Ch4 id=\u0022is_click_tracking_enabled\u0022\u003EIs Click Tracking Enabled\u003C/h4\u003E\u003Cp\u003EBy default DailyStory replaces the links in your email with tracking links. This enables DailyStory to track when links are clicked and which contact clicked the link.\u003C/p\u003E\u003Cp\u003EYou can disable open tracking by toggling this option to OFF, but do so with caution as automations and reporting are impacted.\u003C/p\u003E\u003Ccite class=\u0022warning\u0022\u003E\u003Cspan class=\u0022title\u0022\u003EWarning\u003C/span\u003E\u003Cp\u003EWarning disabling click tracking impacts automations that depend on click tracking and reports no longer reflect click details for your email.\u003C/p\u003E\u003C/cite\u003E\u003Ch4 id=\u0022ignore_autoreplies\u0022\u003EIgnore Auto-replies\u003C/h4\u003E\u003Cp\u003EIgnore auto-replies is on by default. When enabled DailyStory will send special email headers along with the email to instruct email providers to \u003Ca href=\u0022/article/mgx5e6ii8u-managing-autoreplies\u0022\u003Enot send auto-replies\u003C/a\u003E, such as an out of office message.\u003C/p\u003E\u003Ch3 id=\u0022save_delete_or_copy_an_email\u0022\u003ESave, Delete or Copy an email\u003C/h3\u003E\u003Cp\u003EAt the bottom of the settings screen are buttons to Delete, Copy or Save the email. The Delete button will move the email to the trash. The Copy button will create a copy of the email and allow you to place it within another campaign.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221431\u0022 data-height=\u0022710\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/1d4fc928c26926df322896f0dc5bbb46.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch3 id=\u0022edit_an_emails_settings\u0022\u003EEdit an Email\u0027s Settings\u003C/h3\u003E\u003Cp\u003EWhen an email is selected from the All Emails list, the default action is to navigate to the Email Designer.\u003C/p\u003E\u003Cp\u003ETo edit settings, such as the From address and Subject of the email click on the more options button to the right of an email. This will open a list of actions available for this email.\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E","publish_status":0,"post_type":"Article","authoruid":"3dde8c16-763a-4a2b-ae0b-1d8c50c62e3d","author":{"authoruid":"3dde8c16-763a-4a2b-ae0b-1d8c50c62e3d"},"featured_image_updating":false,"meta_description":"Learn how to create, personalize, and manage emails in DailyStory\u2014including settings, attachments, calendar invites, and advanced tracking options.","display_toc":true,"has_workingcopy":false,"allow_indexing":true,"sort_order":19,"total_views":1337,"date_published":"2025-07-02T16:10:49.177","date_updated":"2025-11-23T00:09:35.1","date_created":"2025-04-24T15:02:24.79"}}}