Emails Manager
The Emails Manager holds every email in your account, of every type, autoresponder, follow-up, scheduled and authentication. Create, open, rename, copy, archive and delete emails here, see whether each one is active and how many people it has been sent to, and open its analytics. Open it from Manage → Emails. Deleting an email can't be undone.
What you can do in the Emails Manager
| To | Do this |
|---|---|
| Create an email | Click New Email at the top right. To choose the type, see Which email type you need. |
| Open, rename or copy an email | See Open, rename or copy an email. |
| See how an email is doing | Look at its Send Count, or open its Analytics (Max plan). See Email analytics. |
| Find an email | Use Search, Tag, the filters and Sort. |
| Archive or delete one email | Use the email's options. |
| Tag, archive or delete several emails at once | Select them. |
Before you start
- Some options depend on your plan. Analytics, tags and Permissions need the Max plan. On the Scale plan, your one team member is an Admin who can open every email, so there's nothing to restrict.
- Deleting an email can't be undone. To stop an email without losing it, set it to Inactive or archive it.
Open the Emails Manager
Click Manage in the navigation menu, then Emails, or go straight to the Emails Manager.
What's on the page
Each email has an info pane showing:
| Detail | What it shows |
|---|---|
| Email name | Click it to open the email in the Email Builder. |
| Status | Active when the email can send, or Inactive when it can't. |
| Associated lists | The lists the email sends to. Click a list's name to open it in the Lists Manager. |
| Send Count | How many entries the email has been sent to. Click it to open the email's analytics (Max plan). |
| Updated X days ago | When the email was last edited. Hover over it to see the exact date. |
Open, rename or copy an email
- Open: click the email name, or the edit icon. The email opens in the Email Builder.
- Rename: hover over the name, click the edit icon, type the new name, and click the blue checkmark.
- Copy: choose Copy from the email's dropdown menu. The copy has the same settings.
Find an email
-
Search: type a word or phrase from the email's name.
-
Tag (Max plan): type a tag to see the emails that carry it. See Organizing with tags.
-
Filters:
- Status: Active, Inactive or Sent.
- Email Type: Autoresponder, Follow-up, Scheduled or Authentication. Authentication emails send the code for Email Login for voting.
- Company Profile: emails sent from one company profile.
- Archived Status: include archived emails.
Click the clear icon next to a filter to remove it.
-
Sort: choose Recently Edited, Status, Scheduled, Newest or Oldest.
Email options
Click the dropdown arrow on an email's info pane.
| Option | What it does |
|---|---|
| Copy | Makes a new email with the same settings. |
| Analytics | Opens the email's sent, opened, clicked and unsubscribed numbers. See Email analytics. |
| Permissions | Chooses which team members can open this email. See ShortStack for Teams. |
| Archive | Hides the email without deleting it. |
| Delete | Deletes the email. |
Work with several emails at once
- Click an email to select it. To select several at once, click and drag your cursor across them.
- Use the options in the top bar:
- Tag (Max plan): type tags separated by commas, press Enter/Return, then click Save. Tags already on the emails show here too.
- Archive: hides the selected emails. To restore them, turn on Archived Status, select the emails, and click Restore.
- Delete: type the confirmation phrase, then confirm.
If something goes wrong
| What you see | What to do |
|---|---|
| An email shows Inactive | Open it and look for the section without a tick on the summary step, such as a missing company profile, subject or list. Fill it in and save. If nothing is missing, set it to Active. |
| An email is missing | It may be archived. Turn on Archived Status in the filters. Then clear any search, tag or filter. |
| Emails aren't arriving | See Troubleshooting emails. |
FAQs
Why does my email show Inactive?
Either something it needs is missing, such as a company profile, a subject or a list, or it was switched off. A follow-up email that finds no one to send to for a long stretch is also set to Inactive. Open the email to check, then set it to Active. See the troubleshooting in Creating autoresponder emails.
What does the Send Count show?
How many entries the email has been sent to. On the Max plan or higher, click it to open the email's analytics.
Can I get a deleted email back?
No. Deleting an email is permanent. To stop an email without losing it, set it to Inactive or archive it.
Related resources
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