Emails: Designing an EmailΒΆ

There are a lot of customizations available to create a unique email within the Maha Platform for your contacts.
Designing an email using the following steps allows you to edit an existing email.
You will be given the option to create an email in other sections of the Maha Platform - for example, when you create a template or design a workflow.
  1. Click in the ribbon

  2. Click Automation

  3. Click Emails

  4. Click on an email

  5. Click Design Email

  6. You can add a new block to your email by clicking and dragging the desired block (block explanations and guides hyperlinked below) to the email

  7. This will trigger a new tab entitled Email where you can customize the block

  8. To edit an already created block, hover over the block and click and make changes in the tab

  9. To duplicate a block, hover over the block and click

  10. To delete a block, hover over the block and click

  11. To rearrange the blocks, drag the created blocks around the template

  12. If desired, make custom changes to the properties of the Page, Header, Body, and Footer of your email in the Design tab

  13. If desired, make changes to the details of the email under Settings

    • You can edit the email address of the sender and the address recipients will write to if they choose to reply to their email, the email addresses you want to CC and BCC, an email subject, and a preview text

  14. To see how your email will appear on a device, click the drop-down menu that shows your current display. Click Desktop, Tablet, or Mobile to switch the display mode

    • You can also change the display for your device as you edit in the two drop-down menus to the right: Change the orientation (Landscape and Portrait) and/or change the magnification (50%, 75%, or 100%)

  15. Once satisfied, click Save

  16. Click Preview to view a preview of your email. Choose to send it to your email linked to the Maha Platform, a specific user in the Maha Platform, or to someone outside of the team, and then click Send