Commands

You work with Marketing Email in the app, on the Email page of the Marketing area, and on the draft card in Slack when Slack is set up for the agent. Drafts are started in the app; Slack is where you review and act on them.

Create a New Email

On the Email page, choose New Email. The form asks for:

• Topic: one specific sentence about what the email says. This is the only required field.
• Brand: which brand voice to write in. Leave it blank to use your default brand.
• Audience Segment: who the email is for, so the writer can pick tone and call to action.
• Target Length: roughly how many words to aim for.
• Call-To-Action Text and Call-To-Action Link: the one action you want and where it points.
• Source Material: a brief, a previous send, or notes the writer should build from.
• From Name, From Email, and Reply-To: sender details, which default to the brand sender.
• Campaign Tag and Expected List Size: optional, for grouping and reporting.

Leave the full pass turned on and choose Generate Email to get a subject, preheader, and body in one go. Turn it off and choose Create Record to make an empty draft, then run the writing steps from the draft later.

Start a Draft From a Campaign Plan

When Marketing Strategist dispatches email work from a campaign plan, it creates a draft record with the topic and brief filled in but nothing written yet. Open it from the Email page and use Regenerate Subject and Regenerate Body to have the writer draft it.

Review a Draft

The Email page shows four tiles (In Review, Scheduled, Sent, Total Drafts) and lists the drafts awaiting review, scheduled, and recently sent. Each draft awaiting review has these actions:

• Approve marks the draft approved. When Brand checking is on, the check runs at this point. Approving does not send.
• Edit opens the draft so you can change the subject, preheader, and body by hand.
• Reject closes the draft so it cannot be sent.
• The more menu offers Regenerate Subject and Regenerate Body, which have the writer try again on that part only.

Save Recipients

On the draft, paste addresses separated by commas or new lines and choose Save Recipients. Sending needs a saved list. After a send completes, the raw addresses are cleared and a fingerprint is kept for the audit record.

Send a Test Copy

In Slack, choose Test Send To Me from the more menu on the card; it sends to your own address with no typing. In the app, on the draft, enter your own address and choose Test Send. The copy goes to that address only and skips the brand check. Use it to see how the email looks, and never to reach a real list. Test Send uses the same email connection as a real send, so it is refused while outbound email is off.

Send Now

On the draft, choose Send Now to send the approved draft to the saved recipients. It is refused when:

• the draft has no saved recipients;
• the draft did not pass a brand check when you approved it, which includes any draft approved while Brand checking is Off;
• outbound email is off for your agency.

Approval Buttons

When Slack is set up for the agent, each new draft is posted as a card with three buttons and a more menu:

• Approve does the same as Approve in the app and updates the card to show the result.
• Edit body opens a form to change the body text.
• Reject asks you to confirm and lets you add a reason.
• Edit subject (in the more menu) opens a form for the subject and preheader.
• Test Send To Me (in the more menu) sends one copy of the draft to your own email address, the one on your Slack profile or staff record, and shows you that address first. It does not ask for an address, so it cannot go to anyone else, and it never goes to the draft's recipient list. It skips the brand check, does not change the draft (it is not marked sent and its recipients are untouched), and is refused while outbound email is off. The subject starts with "[Test]". If your address cannot be found, nothing is sent and you get a private message saying so.

After you act, the card loses its buttons and shows a one-line status: approved and ready to send, sent, rejected, blocked by the brand check, or failed. Cards have no Redraft or Skip button. To have the writer try again, use Regenerate Subject or Regenerate Body in the app.

The same draft is in your Work Queue, where you can Approve or Reject it. Once it is approved or rejected in one place, it is no longer waiting in the others. If Slack is not set up for the agent, no card is posted, and the Email page and Work Queue are where drafts wait for you.