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Composing an Email Draft in Pipeline

Maria Herrell
Updated 1 year ago

The email composition window has several different features available to make your message look exactly the way you want. 

SUB is the subject line of your email.

Click Insert template just below the subject line to apply a saved template from the dropdown. If you've composed a draft and you'd like to use it as a template in the future, click Save as a new template. Check out our knowledge base article on Creating Email Templates to learn more.

Select the font type and the size of your font from the options provided in the dropdown. Change the text to bold,  italic, or underlined. You can select from a number of pre-defined colors to change the color of the font as well. Paragraph options allow you to change between writing standard paragraphs, setting apart a block quote, or creating headers. Add an image to the body of your email, read more about that here.

To insert a link click on the chain icon. Links are automatically tracked so you know when a contact clicked a link in the email. 

Source Code/HTML View switches the view from the "What You See Is What You Get" (WYSIWYG) editor to the HTML editor. If you're familiar with HTML code, you can use this option to control the format of your email on a more granular level than how you can control it in the WYSIWYG editor.

Click on Add Attachment to add a pdf or any other file to the email. Attachments are also tracked so you know when a contact clicked a link in the email. 

Send Now/Schedule Your Email in Pipeline
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