You can choose between Smart Content, and User Created content for automations in Fello.
User Created emails allow you to select pre-configured content options for various parts of emails like the Subject and the Body, however this content does not refresh automatically like Smart Content.
In this article:
Configure User Created Emails
To configure User Created emails:
- Go to Marketing > Emails.
- Navigate to the User Created tab.
- Click Create New to create a new email, or click the Edit (pencil) icon next to an existing email.
- Select a part of the email that you want to customize.
- Choose between the available content options.
- Customize the Lead Type for the Call to Action button at the bottom of the email. When contacts engage with this email, their lead type in Fello will be categorized based on your selection here.
- Click Publish to save your changes.
Now this email can be used in automations, and will be updated in any automations that it’s already used in.
Preview & Test Emails
You can preview what an email will look like for a particular contact. To do this:
- Click Preview & Test.
- Enter the email address to which you want to send the test email.
- Select the contact for whom you want to test this email.
- Click Send Test Email.
Check the email inbox to which you sent this email to preview it.
Clone Emails
If you want to create similar emails with only a few changes between them, you can clone an existing email and then customize it. To do this:
- Click Clone Email next to the email that you want to clone.
- Enter a name for the new email.