Employee Email enables you to create dynamic emails that are tracked, providing you with the valuable insights that you need as a communicator.
You have the option to track plain text emails by clicking the email tracking button in your email add-in, or create dynamic emails using the Email Designer.
Depending on how your organization's settings are configured, either send your draft directly from the web app or use an add-in and send with your email client.
Create and Edit an Email Draft
- In the Employee Email web app, open your list of Email Designer drafts.
- Click New Email Draft.
- Choose an existing template or create a draft from scratch.
- Optionally, share your draft with other members of your team or save a copy of your draft as a new template.
- Click the Preview tab and select the icon for Desktop or Mobile to see what your email will look like on your recipients' devices.
You also have the option to send a test email and see it in a real email client.
Send an Email from the Web App
Power/Business or Enterprise plan required.
If enabled, you may have the option to add or remove individuals' access to the Send/Schedule to lists feature for all account types. Ask your Customer Success Manager for details.
- In the Employee Email web app, open your list of Email Designer drafts.
- Click Send or Schedule next to the draft that you want to send.
You are taken to a new screen in your browser.
- Select one or more Distribution list(s) to send to.
The web app gives you the option to create custom distribution lists and/or import existing lists from Azure Active Directory.
When selecting a list, you can see the list source, the owner, and the last time it was edited or synced.
- Optionally, edit the Subject line of your email.
- If you prefer to send your email later, toggle Schedule send to choose a date and time.
- Optionally, edit the Display name that appears on your email and toggle Change reply email to enter an email address that is different from the one that you Send from, which will receive all replies to your message.
The original address that you Send from is tied to your Employee Email user account(s).
Depending on how your team is configured, you may have a way to sign into one or more different user accounts tied to alternate sending addresses. - Optionally, check the box labeled Block auto-replies to this email.
When you do this, a tag is added to your email that notifies your recipients' mailboxes not to send back auto-reply emails in case they are out of the office.
Blocking auto-replies does not block bounce messages that notify you if there was a problem delivering your email.The sample code below shows which standard Auto Response Suppress options Employee Email currently uses to block various types of auto-replies. It has been tested with Microsoft Exchange (Outlook) and Gmail servers.
"X-Auto-Response-Suppress": ["OOF", "DR", "RN", "NRN", "AutoReply"],
In case you encounter a recipient server continuing to send auto-replies other than bounce messages, ask your IT team or email administrators to check the labels listed here against the types of auto-replies that the server is sending.
"Precedence": "Bulk", - To add one or more attachments, click Browse and select file(s).
The total file size of an email must be under 7.5 MB, including both its content and attachments. As you add attachments, an updated count of your total email size is displayed.
- If a Review Email button displays on your screen, click on it to look over the details of your email before you finalize sending or scheduling.
By default, you will see a breakdown of how many people are going to receive the email based on your selected distribution list(s).
Depending on how your organization's settings are configured, you may also see the following:
- Details about any merge tags for Personalization being used in the email text.
- A confirmation message created by your organization to reinforce important policies or guidelines.
- Click the button that is labeled either Send Now or Save Schedule, depending on whether you have scheduled your email to send later.
In case an email list is very large and many users are sending it at once, Send Now may be unsuccessful. Try to resend the list at a later point.

STEP 1: In your Employee Email add-in, open your list of Email Designer drafts and click New Email Draft
STEP 2: You can choose to create your draft from the following options:
- Your Templates - templates that you’ve already created and saved*
- Template Library - a selection of pre-built templates ready for customization
- From Scratch - start a new draft from the ground up
- Email Designer (HTML) - Block-based Email Designer
- Rich Text - Text-based emails **
STEP 3: Enter your Email Subject and a new window with Designer and Preview & Send will appear
STEP 4: In the Designer window, you can drag the Blocks you want to add to your template/draft *** Input your information (text, images, hyperlinks) and adjust the Style and Content
- Style - This section allows you to adjust the colors, fonts, buttons and surveys (where applicable), as well as the padding.
- Content - Each block has its own content features that you can adjust.
STEP 5: Click Preview & Send and Add your Distribution List to the To, CC or BCC fields
- Save this design as a draft or Save as a Template for future use. Drafts can be deleted whereas templates are permanent and cannot be removed from your account.
- Optionally, preview what your email looks like on Desktop or Mobile.
- Send a Test Email to visualize how your email will look when received.
Make sure Track Email is switched on. Click Send and you’re done!
* If this is your first email template/draft, this section will not contain any pre-built templates. Once you save your first template then you are able to re-use it as you wish.
** Use the Rich Text editor to create plain text emails or paste in your own custom HTML
*** To insert a block, use the left sidebar and drag in a block to the canvas or click on it to automatically add it to your canvas.

STEP 1: In your Employee Email extension, open your list of Email Designer drafts.
STEP 2: Select the + symbol on the top right-hand side of the window
You can choose to create your draft from the following options:
- Your Templates - templates that you’ve already created and saved*
- Template Library - a selection of pre-built templates ready for customization
- From Scratch - start a new draft from the ground up
- Newsletter - Block-based Email Designer
- Rich Text - Text-based emails **
STEP 3: Enter a Draft Name and design your email
In the Email Designer window, you can drag the Blocks you want to add to your template/draft *** and Input your information (text, images, hyperlinks) and adjust the Style and Content
- Style - This section allows you to adjust the colors, fonts, buttons and surveys (where applicable), as well as the padding.
- Content - Each block has its own content features that you can adjust.
STEP 4: Select Save to save this design as a draft and the Drafts window will reopen where you can select your created draft.
- Optionally, preview what your email looks like on Desktop or Mobile.
- You are able to Schedule, Send, Edit, or Delete a draft.
STEP 5: Once you select Send, add your Distribution List to the To, CC or BCC fields
Make sure the Track Email button is selected. Click Send and you’re done!
* If this is your first email template/draft, this section will not contain any pre-built templates. Once you save your first template then you are able to re-use it as you wish.
** Use the Rich Text editor to create plain text emails or paste in your own custom HTML
*** To insert a block, use the left sidebar and drag in a block to the canvas or click on it to automatically add it to your canvas.
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