Drafts are ideal for individual communications to employees because they facilitate collaboration on specific messages between teams or contributors. They are easily shared and deleted, making them perfect for testing new ideas. Additionally, drafts can be saved as templates at any time.
In Staffbase Email, you can find the four most recent drafts via Email > Overview > Recent Drafts. To find a specific draft, open the folder it was created in and continue editing it from there.
Creating a Draft
Prerequisites:
- The folder where you want to save the draft must already exist.
- In the Studio, navigate to Email > Overview > Create Email.
The Create Email page opens.
- Add an Internal Email Title.
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.
- Select the Folder, where the draft should be saved.
- Optionally, select a Space.
- Select 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.
- Click Next.
- Select Start from Scratch.
- Click Next.
The Email Designer opens.
- Create the draft email by dragging and dropping quick blocks, elements, and block layouts into the editor field. Learn more about the Email Designer.
- Click Save > Save Draft.
You have created a draft. It is saved in the folder you created it in and will additionally be displayed under Email Overview Recent Drafts until four newer drafts have been created or edited.
Editing a Draft
- In the Studio, navigate to Email > Folders > a folder.
- From the Drafts tab, choose the draft you want to edit.
The draft opens in the Email Designer. - Edit the draft.
- Click Save > Save Draft to save your changes, or Save > Save As Template to save the draft as a template.
- If you want to send the email, click Next and continue on the summary page, as described in Creating and Sending Emails.
You have edited a draft. It will be displayed under Email Overview Recent Drafts until four newer drafts have been created or edited.
Duplicating a Draft
- In the Studio, navigate to Email > Folders > a folder.
- From the Drafts tab, choose the draft you want to duplicate.
- Click the more options icon to open the dropdown menu.
- Click Duplicate.
The copied draft opens in the Email Designer. - Edit the draft.
- Click Save > Save Draft to save your changes.
The draft is saved in the same folder as the original draft. - Optionally, click Save > Save As Template to save the duplicated draft as a template.
- If you want to send the email, click Next and continue on the summary page, as described in Creating and Sending Emails.
You have duplicated a draft. It will be displayed under Email > Overview > Recent Drafts until four newer drafts have been created or edited.
Deleting a Draft
Deleting a daft cannot be undone, the deleted draft cannot be restored.
- In the Studio, navigate to Email > Folders > a folder.
- From the Drafts tab, choose the draft you want to delete.
- Click the more options icon to open the dropdown menu.
- Click Delete.
The Delete Draft dialog opens.
- Click Delete.
You have successfully deleted a draft.
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