In the Overview menu of the Messages module you can view, compose, edit, test and change the status of your messages.
Move your mouse cursor around the screen in the overview and a round symbol with an arrow will keep appearing. Use it to open the editing menus. You can also open them by clicking the right mouse button.
From this screen you can:
Edit and manage folders
Create new folders by clicking on the plus symbol next to Folders or rearrange folders by clicking on the double arrow symbol. Would you like to edit existing folders? Open the editing menu by clicking on the round symbol. To learn more about the possibilities of this editing menu go to Editing menus for folders and messages.
Edit and manage messages
Edit and manage existing messages via the editing menu that you open by clicking on the round symbol that lights up on the right side of your screen. Want to learn more about the possibilities of this editing menu? Go to Editing menus for folders and messages.
Selecting and moving multiple messages
Select multiple messages by checking the boxes in front of the names of the messages. In the upper right-hand corner, you will see a round symbol with an arrow light up which you can use to open the editing menu for moving messages. Next to this button you will see the number of selected messages. As soon as you click on the button, the following editing menu will appear:
By using the Move function, you can move the selected messages to one of your existing folders.
|Sorting the columns Name, Type and Date
Move your cursor over the headings of the column names. You will see two arrows light up next to the column titles Name, Type and Date. With this you can sort your messages alphabetically or sort them in descending or ascending order by creation date.
Editing menus for folders and messages
In the Overview you can open the following three drop-down menus:
- The drop-down menu for folders, by clicking the round symbol with the highlighted arrow that appears when you hover your cursor over the folders.
- The drop-down menu for messages by clicking the round symbol with the arrow that lights up when you hover your mouse cursor over your messages.
- The drop-down menu for messages can also be found in the upper right-hand corner of your screen when you select the checkboxes of multiple messages.
The menus look as follows:
Explanation of the functions of the editing menu Folders
|Rename||Change the name of your messages folder.|
|Archive||Move your messages folder to Archive.|
|Delete||Delete your messages folder.|
Explanation of the functions in the editing menu Messages
|Edit||Open the step-by-step plan New message. This can be used to apply
changes to your message. Need help? Go to New message.
|Open editor||Open the editor for the module Messages. It directly opens the messages
editor. Need help? Go to Editors Messages.
|Test||Open the screen Test. You can use Test group to send your message
as a test email to your test group or to a single email address by using
the Single recipient option.
|Change status||Open the screen Change status. From this screen you can change
the message status to Draft, Test or Final. The Draft status is used when you have not yet finished your mailing. A message with a Test status is suited for yourself and your colleagues.
You can use this status if your mailing is ready to be tested. The Final status is used when you have finished and tested your mailing.
This status is mandatory if you want to schedule the mailing.
Scheduling is not possible if a mailing has a draft or test status.
|View||Open the screen View. Now you can see how the message
will be displayed on a desktop, smartphone or tablet. Or you can view
an overlay of all your trackable links. This ia a handy way to check if all hyperlinks are set up correctly.
|Rename||Change the name of your message.|
|Duplicate||Duplicate your message.|
|Move||Move your message to a messages folder.|
|Archive||Move your message to the Archive.|
|Delete||Delete your message.|
|When should you choose a single recipient or a test group?
When you select a test group, Spotler retrieves information from your database. Therefore, use a test group when you are using personalization, service pages (change profile, unsubscribe) or to test a campaign. If you don’t want to check whether the dynamic information is displayed properly in your mailing, you can also use a single recipient. Especially useful if you are just testing the layout of your email.