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Creating and Sending Emails with Staffbase Email

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Christiana Nimtz
 
Editor

Staffbase Email makes it easy to create, customize, and send professional emails. Whether you want to start from scratch, use a template, or work from the Editorial Calendar, the Email Designer provides a flexible and intuitive interface to build engaging emails quickly. Once your email is ready, you can either send it immediately or schedule it for later to reach the right audience at the right time.

Creating an Email

Prerequisites:

  • The folder where you want to save the email must already exist.

Easily create professional emails with Staffbase Email:

  1. In the Studio, navigate to Email > Overview > Create Email.
    CreateEmail.png
  2. The Create Email page opens.
    createDialog.png
  3. Add an Internal Title for your email.
    The internal email title is shown in the Email Designer navigation, on the summary page, the list views, and the email overview. It is not visible to the email recipients and can be edited, as long as the email has not been sent.
  4. Select a location for your email from the Folder dropdown.
  5. Optionally, select a Space and the Target Audience.
    You can only select users and user groups that are assigned to the folder where you create the email. You can select All Folder Users or manually select individual users and user groups from the dropdown menu.
  6. Click Next.
  7. Select Start from Scratch.
    Start from Scratch.png
  8. Click Next.
    The Email Designer opens.
    The Email Designer.png
  9. Drag and drop block layouts, elements, and quick blocks from the designer panel into the editor and preview area. Learn more about the Email Designer.
  10. Click Save.
  11. In the designer panel, switch to the Preview tab to review the email. Switch back to Design to make any adjustments in the editor area if necessary.
    If you started creating an email but do not want to schedule or send it, you can save it as a draft by clicking Save > Save as Draft.
  1. In the Studio, navigate to Email > Overview > Create Email.
    CreateEmail.png
  2. The Create Email page opens.
    createDialog.png
  3. Add an Internal Title for your email.
    The internal email title is shown in the Email Designer navigation, on the summary page, the list views, and the email overview. It is not visible to the email recipients and can be edited, as long as the email has not been sent.
  4. Select a location for your email from the Folder dropdown.
  5. Optionally, select a Space and the Target Audience.
    You can only select users and user groups that are assigned to the folder where you create the email. You can select All Folder Users or manually select individual users and user groups from the dropdown menu.
  6. Click Next.
  7. Select Use a Template. Learn more about Templates.
    useTemplate.png
  8. Click Next.
    A list of templates opens. To preview a template, click the eye icon.
    Templates_List.png
  9. Select the template you want to use.
  10. Click Next.
    The template opens in the Email Designer.
    Template_opens (2).png
  11. Edit the template according to your needs. Learn more about the Email Designer.
  12. Click Save.
  13. In the designer panel, switch to the Preview tab to review the email. Switch back to Design to make any adjustments in the editor area if necessary.
    If you started creating an email but do not want to schedule or send it, you can save it as a draft by clicking Save > Save as Draft.

Learn more about using Staffbase Email in the Editorial Calendar.

  1. In the Studio, navigate to Planning > Editorial Calendar.
    Editorial Calendar Create.png
  2. Click Create > Email.
  3. Enter an internal title, a folder, and optionally a target group and campaign.
  4. Click Next.
  5. Under Select how you want to create your email, select an option.
    Start from Scratch.png
  6. Click Next.
    If you selected Use a Template in the previous step, you must choose a template, and then click Next.
    The Email Designer opens.
  7. Edit the template according to your needs. Learn more about the Email Designer.
  8. In the designer panel, switch to the Preview tab to review the email. Switch back to Design to make any adjustments in the editor area if necessary.
    If you started creating an email but do not want to schedule or send it, you can save it by clicking Save Template.

Sending or Scheduling an Email

  1. In the Studio, navigate to Email > the draft of the email you want to send or schedule.
  2. Open the email and click Next.
    The summary page opens.
    summary_settings.png
  3. In the Settings section, add or verify the details for the following.
    • Target Audience
    • Sender Address
    • Sender Name
    • Reply Option
    • Campaign

  4. If there are changes to the Sender Address, Sender Name, and the Reply Option, contact your CSM or folder administrator, as only they can change those settings.

  5. Optionally select a Campaign from the dropdown menu.

  6. In the Content section, add a Subject and optionally a Preview Text for the email. Hover over the wand icon and click Generate with AI to get suggestions. Learn more about AI in Staffbase Email.

    summary_content.png

  7. Optionally, click Browse Files to add Attachments from My Files to your email. Learn more about file management in Staffbase Email.

  8. From the Sending Options, select Send Now or Schedule for later. Learn more about scheduling emails.

  9. If you select Send Now and click Send.
    The Send Email dialog opens.

    sending_confirmation.png

  10. Click Send.

    You have successfully created and sent an email.

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