We've streamlined your email experience to make creating, managing, and sending emails easier than ever. Here's everything you need to know about these updates:
What's New?
We've consolidated all of your email management into a single place. You will no longer see separate tabs for "Email Templates" or "Email Sends."
All emails—whether they're marketing campaigns, appointment confirmations, document reminders, form sends, or file request emails—are now located under the "Emails" tab within your Marketing section on the left navigation menu.
Creating a New Email
To create and manage your emails, follow these steps:
Navigate to your Marketing > Emails page.
Click the "New Email" button located in the upper-right corner.
Select the type of email you'd like to create (e.g., Workflow/Campaign Email, Appointment Confirmation, Appointment Reminder, Form Send, Document Send, or File Request Send).
Build and customize your email content.
If you're creating an email associated with specific items—such as forms, documents, or file requests—you'll be able to select those directly within your email setup. You can even select multiple items at once as long as they're all the same type (for example, several forms or several documents).
For Reminder Emails, you'll design and save your email here. However, you'll still use the dedicated Reminders page to schedule reminders and configure when they'll be sent.
Once you're satisfied with your email content and settings, click "Save". The email is now available for sending or scheduling based on the email type you selected.
(Optional) To reuse an email you've already created, locate the existing email in your list, click the options menu (typically represented by three dots or an actions menu), and select "Duplicate". You can then edit and customize this new copy as needed.
Once any email is saved, it can be used according to the original email type selected during its creation—whether that's a marketing campaign, appointment confirmation, appointment reminder, form send, document send, or file request send.
What's Coming Soon?
We're excited to announce upcoming improvements that will further enhance your email experience:
Email Folders: Soon you'll be able to organize your emails into folders, making it easier than ever to manage your growing library of communications.
Enhanced Email Stats: We'll also be expanding email analytics beyond campaign and workflow emails. You'll soon have access to stats for all email types, providing deeper insights into email performance and engagement.