In this article, we're going to cover how to create a new Mailing. We'll also look at how to clone or delete an existing Mailing.

  1. Select the Project you would like to add your mailing to from the projects page
  2. Select 'Add New'
  3. Fill in the details of the Mailing and select a template to use for this Mailing
    You can go back into the Mailing and change the template at any time and you can use the same template across multiple Projects and Mailings
  4. Next fill in the Version details
    Every Mailing must have at least one Version. Define your Version/s by giving it a name and description. You can have multiple Versions per Mailing.
  5. Select 'Create Mailing'
  6. You will now be able to see your new Mailing listed along with the other Mailings in your Project.

To clone a Mailing:

  1. Navigate to the mailing you want to clone
  2. Select 'Clone' from the kebab menu
    If you do not see the option to clone your account Admin will need to give you the correct permissions to do this.
  3. The cloned Mailing will have the exact same Versions and inheritance as the original Mailing, so if you have disabled any inheritance within a Mailing on the original, it will be disabled in the cloned Mailing

To delete a Mailing:

  1. Navigate to the Mailing you want to delete
  2. Select 'Delete' from the kebab menu
    If you do not see the option to clone your account Admin will need to give you the correct permissions to do this.
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