When you first go to create an email, you will be prompted to enter in an email name and select a stage before you can proceed:
TIP: Make sure to name your emails something descriptive so you can easily find them in reporting later, such as "Valentine's promotion 2/14/18 - Facebook users - California".
Here is an example:
As soon as this form is completed and you hit "Continue", your email will be saved as a draft, and you will then be taken to step 1 of the builder, where you can see the status on the bottom as "Saved (draft)":
Your draft email can be located in your email list. NOTE: this list is now sorted by last modified, regardless of email status.
TIP: you can filter your emails by stage, by status (such as "Draft" or "Completed"), as well as search for the email name in the search bar.
If you are working on an email, and your session ends unexpectedly (ex: a browser crash), Cortex will make best effort to recover the last version of the email you were working on. When you log back in, you will see an alert on top of your email list page, and a label on any emails that were recovered:
When you go to edit a recovered email, you will be given an option to recover the last known saved version in the system, or our best attempt to recover the last version you were working on:
Going back into the email, every screen with an input will have a "Save" button. While the email is still in draft mode, the button will display "Save draft".
The save button will save any changes you have made. Please save often to ensure you retain your updates. Please note: Cortex will not auto-save your emails, but is something we will consider at a later time.
If your email has errors, such as invalid merge tags, null subject line, etc, you CAN save your emails as a draft now.
The save button will NOT schedule or begin sending an email that is a draft. You can only schedule or send an email on the final Summary screen after you successfully complete all required fields in your email.
If an email is currently sending, and you edit the email and save changes, your updated version will start sending shortly after you save. Please note: Promo Blast emails are not editable after they have already begun sending.
Continuing to the email HTML or Drag and Drop builder, you will see some controls and status on top of the screen:
The "Save" or "Save draft" button will save any changes to your email. The dropdown contains some additional options:
You can preview your email, send a test email, or create a plain text version of your email. In the Drag and Drop builder only, you can export the HTML for your own purposes. "Continue to summary" will take you to the final Summary screen, where you can confirm all your settings and proceed to send or schedule your email:
If there are missing fields or issues with your email, errors will show up here and prompt you to fix them before you can proceed to sending or scheduling.
The list of available actions in the dropdown will vary per stage, but we'll take Smart Blast as an example:
"Send ASAP" will start sending the email as soon as all the data is processed. This will typically take less than 15-30 minutes, but can take longer for larger sites with a lot of users.
TIP: We recommend creating your emails at least two hours before your desired send time.
"Continue to scheduling" will prompt you with a scheduling option (options will vary per stage). Again, here is the option for Smart Blast:
You can also send test from here, navigate back to editor to continue making changes, or go all the way back out to your email list.
If you have any unsaved changes, we got your back! You will be prompted with this pop-up:
You can press "Back" to stay where you are, "Discard + continue" to discard your changes and continue, or "Save and continue" to save your changes, and continue.
If you choose to schedule or send an email, the email status will change from "draft" to the appropriate status, such as "Scheduled" or "Active".
If you have any further questions about drafts or creating emails, please don't hesitate to reach out to firstname.lastname@example.org.