Content Library Admin Training Home
Overview
The Create New Content panel opened with the Regular toggle set allows you to create dynamic full-function content with options for images, videos, fonts, colors, format, buttons, and more.
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Open the Create New Content drop-down menu.
Click Add Content.
Click Regular Email.
The Create New Content panel opens with the regular editor tools.
Enter a subject for the email. (This is a required field.)
Create a new tag(s), select a tag or multiple tag(s), or select all tags from the drop-down list. Tags help organize content to enable users to sort and find applicable content.
The Tag filter only shows tags that are actively in use and already associated to a template.
Create a new tag(s).
Type a name for the new tag in the Tag(s) field.
Click Enter to add the tag.
Select a tag(s) from the drop-down.
Click the drop-down arrow to select a tag or tags.
Select all tags.
Click the checkmark to select all tags.
Click the X to remove tags that should not be associated with the content.
Set the Available in Content Library toggle to determine if the content is available for use in the Content Library.
ON: Users with appropriate permissions will have access to the content from the Content Library.
OFF: The content will only be available for use in inTouch.
Click Save Tags.
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How to Send a Test Email
Using a test email for a new email template is important as it allows you to preview the email and identify any issues or errors before sending it to your entire email list. This ensures that your email campaign is successful and error-free.
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Select an agent from the From Agent drop-down list. Note: Selecting a test agent will pull in any token data from that agent.
Enter an active application number from the system to pull in token data for the test.
Enter a valid email address in the To Email(s) field.
Click Send Test Email to send the test email.
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