Use an existing Deliver Designer template to create an email mailing. Configure the message header and edit the content that the template allows you to customize.
Before you begin, select a template created with Build a Deliver Designer Template.
Create the mailing
To create a new message:
Select Deliver from the main navigation.
Select New Mailing.
Enter the following information:
Name: Enter a unique, descriptive internal name.
Folder: Place in a folder if desired. Select Other to create a new folder.
User: Defaults to logged-in user but can be overridden.
Realm: Place in a realm if desired.
Method: To use a Deliver Designer template, select Email (Deliver Designer).
Template: Select the desired Deliver Designer template. Deliver Designer templates will only appear if Email (Deliver Designer) is selected. If Email (HTML Editor) is selected, the existing HTML templates will appear here instead.
Unsubscribe: For all marketing messaging, Allow Unsubscribe (Default) should be selected, or another Message Group.
UTM Tracking: Enter UTM tracking info desired
Select Save. A new mailing is created.
Slate copies the selected template content into the new mailing. Later changes to the source template do not update that mailing.
Configure the mailing
Edit Recipient List: Follow along with our article on Adding a Recipient List.
Edit Message Header: When using a Deliver Designer template, the following information can be edited. This information can be populated using merge fields added to the recipient list:
Sender
Reply To
Recipient
CC
Subject
Preheader
Edit Message Body: Only elements that "Allow Customization" can be changed at this point. This includes any HTML components, so users creating the mailing can edit the content within the component. Depending on the user's permissions, they will also be able to add additional HTML components or pre-configured components here.
Customizing a component within the mailing opens a pop-up form where the value of each variable can be set
Send Mailing: Follow along with our article on Sending a Mailing.