Email Roster

Updated by Jenny Young

Email Roster

Your Email Roster is where you can create and manage your existing emails. You can get to this page by:

  1. Clicking Engagement
  2. Then Select "Emails" from the Dashboard
  3. Then select "Emails"

Creating a New Email

Creating a new email is easy!

  1. Just click "Add New Email" in the top right-hand corner.
  2. Then Select Email Type
  3. Fill out the desired information i.e name, description, and who you would like the email to be sent from
  4. Next, choose your desired layout and format your email
  5. Add attachments if desired
  6. Review your preview and Save

Edit Emails

There are three different ways you can access your email to edit.

  1. Double click on the chatbot's name
  2. Click the menu button(three dots) to the right of each chatbot Description. Then select Edit
  3. Click into a Chatbot, and then select the edit pencil icon in the top right corner

Deleting a Emails

To delete emails, click the menu icon(three dots). Then select "Delete" to permanently remove an Email from your Email Roster.

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