Overview
The Emails Manager allows you to create, edit, manage, archive, and delete your emails while providing insights into their performance. Below is everything you need to navigate and use the Emails Manager effectively.
Getting There
From the Home Screen:
- Click Manage in the main menu.
- Select Emails from the dropdown.
If Favorited, simply click Emails in the top bar of the Home screen.
Note: Favoriting adds a direct link to the Emails Manager on your Home screen. To favorite, click the heart icon next to the "Emails" title. Favorites are stored in your browser, so you’ll need to re-establish them when using a different browser or computer.
Emails Manager Layout
New Email Button: Create a new email by clicking this button in the top-right corner.
Email Info Panes
Each email is displayed as an info pane, providing:
- Email Name: Click to open and edit the email in the Email Builder.
- Timestamps: When the email was created and last updated.
- Status: Whether the email is Active or Inactive.
- Associated Lists: Displays the list(s) the email is attached to. Clicking the list name opens it in the Lists Manager.
- Send Count: Number of entries the email has been sent to. Clicking the number opens the email’s Analytics (Pro Plan or higher).
Managing Emails
Editing, Renaming, and Duplicating Emails
Edit Email: Click the email name or the edit icon to open it in the Email Builder.
Rename Email: Hover over the name, click the edit icon, type the new name, and click the blue checkmark to save.
Duplicate Email: Select Copy from the dropdown menu to create a new email using the same settings.
Additional Email Options
Additional options are available via the dropdown menu on each email info pane.
Analytics (Available on the Pro Plan): Access detailed stats, including emails sent, opened, clicked, and unsubscribed.
Learn more about Email Analytics.
Permissions (Available on the Pro Plan): Grant access to specific emails for team members.
Learn more about ShortStack for Teams.
Archive: Hide an email without deleting it. Archived emails are only visible when the Show Archived checkbox is selected.
Delete: Permanently remove an email. Deleted emails cannot be restored, so archive them if you're unsure.
Filtering, Searching, and Sorting
Search Options
Use the Search field to find emails by name or phrase. Use the Tag Field (Pro Plan) to search emails by tags attached to them.
Filter Options
Filter emails by:
- Status: Active, Inactive, or Sent.
- Email Type: Autoresponder, Follow-up, Scheduled, or Authentication.
- Company Profile: Filter by associated company profile.
- Archived Status: Show archived emails.
Clear filters by clicking the clear icon next to the filter name.
Sorting Options
Sort emails by:
- Recently Edited
- Status
- Scheduled
- Newest
- Oldest
Bulk Actions
When selecting one or more emails, the top bar provides additional actions.
Tag (Available on the Pro Plan): Add tags to multiple emails or view existing tags. Type tags separated by commas, press Enter, then click Save.
Archive: Archive selected emails to hide them from view. Restore archived emails by selecting Show Archived, then clicking Restore.
Delete: Permanently delete selected emails. You’ll be prompted to confirm by typing a short phrase.
Note: Deleting emails is irreversible. Always ensure you no longer need the email before deleting it.