Creating your Email Campaign - Phase 1: Setup & Framework

Structured AI → Creating your Email Campaign Phase 1: Setup & Framework

Creating your Email Campaign - Phase 1: Setup & Framework

Estimated Time

~10 minutes

Current Phase

Phase 1 of 3

What You'll Accomplish

• Configure your campaign framework
• Duplicate an email template

• Organize your draft folder
• Prepare for Phase 2: Drag & Drop Editor

Before you begin — open your account
This is a hands-on, learning-by-doing session. Open app.structured.ai in your browser and log in to your Tenant Account so you can follow along and apply each step in real time.

Direct Links to the Next Phases in this Training Series

This module is part of a 3-part series. Each session builds on the last, and reviewing them in order ensures you don't miss any critical steps and get a complete understanding of the workflow.

Phase 1 Setup & Framework	Current Phase ✔
Phase 2 Drag & Drop Editor	Start Training ➡
Phase 3 Conversion & Testing	Start Training ➡

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Follow Our Step-By-Step Training

1. Introduction

This training provides a comprehensive step-by-step guide on how to duplicate and personalize email drafts within the Structured AI platform. You will learn how to efficiently create copies of existing email templates and then modify them to suit your specific needs. 

By following this training, you will gain the skills to streamline your email creation process, ensuring that your communications are both consistent and tailored to your audience. Whether you are looking to save time by reusing previous drafts or aiming to customize messages for different recipients, this guide will walk you through the entire process with clear instructions and helpful tips.
 

 

2. Access Content Library Menu

Click into the main menu to open the Content Library within Structured AI.

 

3. Open Content Library Section

To access the section where all your content assets are stored and managed, simply click on the Content Library. This area serves as a centralized hub, allowing you to easily organize, review, and manage all your digital content in one convenient location. 

Whether you need to upload new materials, edit existing files, or categorize your assets for better accessibility, the Content Library provides all the necessary tools to streamline your content management process.
 

 

4. Select Emails Category

Click on Emails to display all content related to emails within the library. This allows you to easily access and review every email-related item available, streamlining your search and helping you find the information you need more efficiently.
 

 

5. Open Drafts Folder

Click Drafts to access your saved email drafts that are ready for editing or duplication.

 

6. Access More Options Menu

Click the 3 dots in the upper right corner (More Options) to reveal additional actions you can perform on your email drafts. Some options here are: View, Edit, Duplicate & Archive.
 

 

7. Duplicate Selected Email Draft

It is best practice to always start by duplicating an existing email to use as your framework. Choose a version that mirrors the structure you want to build. Click the More Options menu, and click Duplicate to create a copy of the selected email draft for further customization without altering the original.
 

 

8. Open Duplicated Email

To personalize the name of your email, simply click inside the name entry field.  By doing so, you can ensure that your email name is unique and tailored to your preferences.
 

 

9. Enter Practice Email Name

For this training, enter "My Practice Email".

 

10. Select Manual Editing Option

Select the Manual editing option to choose manual editing mode for this email. This will take you into the main email editor. We will dive more into the editor in Phase 2. 
 

 

Nice work! You have successfully created a duplicate of an email draft within Structured AI. This feature is particularly useful because it allows you to preserve the original content intact while giving you the flexibility to prepare customized communications based on that draft. 

By duplicating the draft, you can make specific adjustments or personalize the message for different recipients without altering the original version. 

In Phase 2, we will focus on how to configure email content and properties by utilizing Structured AI technology. It is designed to help you understand the step-by-step process involved in setting up and customizing your email messages effectively. 

You've Completed Phase 1 - Move to Phase 2 →