Step 6: Create Your First Email

In the previous step we explored how to create your first marketing automation flow.

A big part of marketing automation is about sending highly-converting and engaging emails.

In Encharge there are two ways to create a new email:

  • Through the Send Email step (which we did in the previous guide).

  • Through the Emails page.

The Emails page

The Emails page is your hub or list page with all of your emails. When you create a new email, it will automatically appear on this page.

Pro tip: The great thing about the Emails page is that you can create emails in advance, before you start working on your flows. That way, when you're creating your flow you can simply select emails to attach and focus on the flow building instead.

To create a new email from the Emails page just click on the Add new email button (blue plus sign button) on bottom left.

The emails page

The Email Builder

Encharge has an advanced drag-and-drop email builder that allows you to create beautiful custom email templates.

Click on the image to see full size

Go to the Content tab to drag and drop Blocks such as images, text and buttons.

You can customize the appearance of your email or specific blocks from the Appearance tab.

When creating your first email make sure to change the default settings of the email:

  • Subject line (required)

  • From email (required): type your email address.. You can use different From emails. For example, you may send one email from your personal email address but send a different email from your support's team email address.

  • From name (required): type your name

  • Reply to settings (optional): if your reply to email address is different from your From email address.

Before you save your email make sure to change the default email footer.

Although not required, once you're done with creating your email and its settings, we highly encourage you to send yourself a Test email. This will send a test email to the email address you use to login.

Email personalization with merge tags

Encharge supports dynamic merge tags with the data from your person fields and custom fields. When you're in the Email builder, click on Merge tags where you'd be able to select from a list of available tags.

Note that Encharge merge tags use the Liquid tags syntax.

Quick Start checklist

From logging in Encharge to activating your first automation flow, we've compiled a list of your first action items.