Summary
Learn how the Email Designer works, what it's used for, how template sharing works, and what permissions are required to access and manage templates.
This article covers:
About the Email Designer
The Email Designer allows you to create, manage, share, and send emails using reusable templates and drag-and-drop content blocks.
Once enabled and permissioned, it provides a familiar experience similar to email blasts, with additional flexibility for designing and managing templates.
After creating a template, you can share it with your team, a specific Office, or all Offices within your network. This helps maintain consistent branding and streamlines email creation across your business.
The Email Designer is designed to:
- Create reusable email templates
- Share templates across Offices
- Control how shared templates can be edited
- Send emails based on templates
- View draft and sent emails
- Access email reporting
Required permissions and setup
To enable Email Designer to users:
Go to: Settings > General > Access
Select Email Designer
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Select Privileges:
Access Email Designer - Allows users to access email designer
Create and edit my own template - Allows users to create, edit, and delete templates they own
Create and edit and share any template from Office Group - Allows users to create, edit, delete, and share templates across your Office Group
Select the relevant Roles or Groups to assign these permissions to
Your changes will be saved automatically.
Access the Email Designer
Once you are given permission:
- Log in to Box and Dice
- Select the Email Designer in the left-hand navigation menu
- Read the Terms & Conditions
- Tick the box to agree to the Terms & Conditions
- Click Get Started Today
From here, you can:
- Design, edit, and send emails from a single place
- Create a template and make it available to other users
- Send emails and view reports
- View drafts and sent emails
What's next?
Learn how to create email templates and send emails using Email Designer.