Create or Edit an Email

Christy Cook Updated by Christy Cook

To create an email, navigate to Content > Emails or click on the "Emails" button from your DailyStory Dashboard. This will display All Emails. From here you can create a new blank email or a new email from a template:

You can all also click the menu in the top left and click "+ Create" to create a new blank email:

Next, you will be taken to the Email Settings screen. When the page opens you will be prompted to select the campaign the email will be associated with or assign it to a new campaign.

Later, if you want to use this email in another campaign, click 'Create a Copy'.

After selecting a campaign, you are presented with the Create Email screen:

On the Create Email screen there are a number of fields:

  • Name - The name of your email within DailyStory (recipients will not see this).
  • Description - The description of your email within DailyStory (recipients will not see this).
  • Subject - The subject of your email your recipients will see.
  • From - The from address of your email your recipients will see.
  • Preview - The preview text of your email the recipients will see.

The Subject of your email is a descriptive introduction to the body of your email message. The subject may contain emojis and personalization tags and scripts.

The From address must be a valid email address. Examples:

"Renew your membership" <sales@example.com>
"Rob Howard" <rob@dailystory.com>
hello@dailystory.com

Clicking the more options dots to the right of the From address will open a popup. From this popup edit the friendly name, email address and where replies should be sent to:

Set a "Send replies to" email address if you want replies to be sent to someone other than who the email came from.

If you frequently send from the same addresses, you can enter a list of those addresses using Manage Senders.

Use Preview to optionally write content shown when the email is previewed in your recipient's inbox.

This enables you to control exactly what is seen when someone is previewing your email. The preview may contain emojis and personalization tags and scripts.

Preview 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.

Once the required fields (Name, Subject and From) are complete, click the "Create Email" button to save the new email.

Next, you can either edit the HTML of the email or use the Email Designer to build a new email.

Advanced email options

Click Advanced Options... to configure advanced options for your email.

Is Web View Enabled

A web view of your email enables people to click a link in your email and view the email in a web browser.

By 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.

To enable a web view of your email first enable the web view by clicked the toggle button in Advanced Options:

Next, use the *|WEBVIEW|* merge tag to include a link in your email.

Note, the *|WEBVIEW|* merge tag only inserts the URL. You need to use it in a link.

Optionally 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.

The web view of the email is unique to each recipient. If personalization or merge tags are used in the email people who view the link will see the personalized view.

Is Transactional

An email that is flagged as transactional will by-pass the email guardrails 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've filled out a support form.

Be default, transactional is disabled and should be used with caution. A transactional email should be reserved for when a person requests a specific action.

Is Open Tracking Enabled

By 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.

You can disable open tracking by toggling this option to OFF, but do so with caution as automations and reporting are impacted.

Warning disabling open tracking impacts automations that depend on open tracking and reports no longer reflect open details for your email.

Is Click Tracking Enabled

By 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.

You can disable open tracking by toggling this option to OFF, but do so with caution as automations and reporting are impacted.

Warning disabling click tracking impacts automations that depend on click tracking and reports no longer reflect click details for your email.

Save, Delete or Copy an email

At the bottom of the settings screen are butons 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.

Edit an Email's Settings

When an email is selected from the All Emails list, the default action is to navigate to the Email Designer.

To 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.

How did we do?

Email Marketing Guide

Using the Email Designer

Contact