Summary
Learn how the Email Designer works, what it’s used for, and what permissions are required to access it.
This article covers:
About the Email Designer
The Email Designer allows you to create, manage, 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.
The Email Designer is designed to:
- Create reusable email templates
- 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
-
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 any template from Office Group - Allows users to edit and delete templates created by other users in the office
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
- 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.