How do I create an email in an automation?

When you click 'View emails' for the relevant automation in the Automations page, you will see an overview of all emails/newsletters you have created and/or placed in this automation. 

There are two ways to create an email in an automation:

• You can click 'New email' in the overview. Now, you can create an email in fours steps, and you can later select this from the building block 'Send email'.
• You can select the building block 'Send email' in the automation, and select and existing file, or click 'Create a new email'.

Creating a new email

When you create a new email for in your automation, you always follow these four steps. You follow less steps than when you create a campaign, because you do not have to select recipients for an automation, or schedule a delivery.

Step 1: Basic data

You start by entering the basic data. This is the same as when you create a new campaign: you can find additional information on Step 1 for a campaign here.

Step 2: Choose a template

Next, you select a template. For this email, you can use the same template as you do for your campaigns. You can also select a different template, and completely redesign your email.

If you choose a prepared or ready-made template for the drag & drop editor, you will open it in the next step. If you are choosing an imported template, you will work in the editor that fits with a Joe template.

Step 3: Fill the template 

Time to add the content of your email! This is the same process as filling a template in a 'normal' campaign, for which you can follow these instructions. You can also look at the preview, and send a testmail, when you create an automation.

Step 4: Final check 

You can now see all data you have entered for this email, and the newsletter/email you have put together. You can still change any part of it using the Steps menu (top right of the page), or by clicking 'Edit' in the relevant step. Once you are satisfied with this email, you can confirm the data.

If you create an email from the Automation, you will be taken back to the automation when confirming. If you create the email from the automation overview, you will see the button below and be redirected to the overview.

Using a regular campaign in your automation

Please note: the email overview in your automation is similar to the Browse tab on the Campaigns page, but you can only see the newsletters you have created in (and for) this automation. Do you want to use one of your regular campaigns in an automation? You can only do this if you have formatted the campaign in the drag & drop editor. Select the relevant campaign in the Campaigns page. If you've already sent the campaign, you can copy it. If you are still working on the campaign, head to step 4 (Content). Next, click 'Save as template'. When creating an email in aan automation, you can choose this particular template (and thus the campaign) in Step 2 (as described above). If necessary, you can still edit the campaign in the automation.