Email Drafts: How to create, save, and send at a later time. | Scribe

    Email Drafts: How to create, save, and send at a later time.

    • Jenny Balagna |
    • 8 steps |
    • 2 minutes
    1
    When you are ready to create a draft email, you'll go into your Communications tab and click, "Compose".
    2
    Fill out the recipient field and add in your email template and/or link it to an event/lead if applicable.
    Fill out the recipient field and add in your email template and/or link it to an event/lead if applicable.
    3
    Add or edit the text of thesubject or body of the email.
    4
    Add any needed attachments. If you connected this email to an event/lead, you can quickly grab attachments from the event/lead. If you need to add any additional attachments, you can upload them here as well.
    5
    When you are done with the draft, you can go back up to the top and click "Save as Draft".
    6
    To view your drafts, you can go back into your Communications tab and find "Drafts" in the quick view panel. (If you do not see "Drafts" in this quick view, then there are no drafts within this folder. It will show up when you have added drafts and the font will show up bolder when there are new drafts added.)
    7
    Click on the email draft you wish to edit, link/unlink, or trash. It will open up the email more to show a preview of the text and give you the "Action" button. If you are ready to send a draft, you'll want to click on "Edit Draft" first.
    Click on the email draft you wish to edit, link/unlink, or trash. It will open up the email more to show a preview of the text and give you the "Action" button. If you are ready to send a draft, you'll want to click on "Edit Draft" first.
    8
    Once you click on Edit, it will open the email back up. You are free to make any necessary changes and when you are ready you can click "Send now" to send out your email. *If you linked an email draft to an event/lead when first created it, it will lock that change in place. In order to unlink or relink, you'll want to click on the action button in the previous view and select the option there.