Create an email

You can create a standalone email for your users to increase feature adoption or announce new features. This allows you to engage with your users outside the app, encouraging them to revisit the app or to try it for the first time. 

Note: You must set up and verify your email domain in Pendo before you can send emails. For more information, see Set up and verify an email domain in Pendo.  

Create a new email

To create a new email, in the left-hand menu, go to Orchestrate > Emails and:

1. Select Create email from the top-right corner of the page.
2. On the Create email page, select the app you want the email message to run on.
3. Hover over the required template you want to use and select it. Default layouts include a simple email layout which provides basic design elements, or you can choose to design your email from scratch. Alternatively, you can select a layout from your saved layouts.
   
   

The email’s Settings page opens, where you can begin to create your email and define the settings for it, including email details, target segment and schedule. 

Define email settings

You must define settings for the email you create. This includes defining:

• Email details
• Segment
• Schedule

Email details

Email details are required for sending emails.

1. In the Email details tile in the Settings tab, select Enter details.
2. Enter a subject line for your email message.
3. In the Sender name field, enter the name of the person sending the email.
4. In the Email domain field, enter the domain from where the emails are sent.
5. In the From address field, enter the sender’s email address displayed to recipients.
6. In the Reply to address field, enter the address designated to receive replies.
7. In the Email address metadata field, select the metadata you want to use for the email settings from the dropdown menu. For more information about metadata, see Choose IDs and metadata.
8. Select Save.
   
   

Segment

1. In the Segment tile, select Edit to set the segment for visitors you want to target the email to. For more information on creating segments, see Segments.
2. Select Save. The number of eligible recipients displays.
   
   

Note: Each email is limited to 60,000 visitors.

Schedule

1. In the Scheduling tile, select Edit to set the time and date to send the email to your visitors.
2. Select Save.
3. In the email status dropdown list, select Scheduled.
   
   
4. In the Schedule email? modal, select Set to Schedule.
   
   

Note: Emails are sent up to 1-2 hours after the scheduled time.

Edit email content

You can edit the email template in the Visual Design Studio.

1. In the Content section of the Settings tab, hover over the email template and select Edit email. The Visual Design Studio opens.
2. Edit the email template as required using the building blocks provided:
   
   • Edit the text block. Insert a title and text for the email.
   • Edit image block. You can change the image in the email by uploading a new image or entering an image url.
   • Enter app URL. The URL of the app where you want to launch the guide.
   • Edit button. Select the button action and then define actions that occur after the app is opened. For more information on button actions, see Guide button actions.
3. Save your changes and exit the Visual Design Studio.

Send a test email

After making your changes to the email, you can send a test email to verify it reaches the defined recipients and has the look and feel you want for the message. You must complete all the email details and have a verified email domain to send a test email.

1. In the Content section of the Settings page, select Send a test email.
2. Enter the email addresses that you want to send the test email to. Make sure you press Enter on your keyboard after entering each address.
3. Select Send email.
   
   

Clone an email

You can clone an email to use it on a different app, allowing you to use the app’s themes and use the email in that app.

1. In the left-hand menu, go to Orchestrate > Emails.
2. In the Emails page, select the app where you want the cloned email to be added.
3. In the Emails list, select an email. You must select a standalone email and not an email that's part of a journey.
4. On the email’s Settings page, select the ellipsis (...) in the top-right corner and select Clone email. A clone of the email is created, ready to edit as required.

Delete an email

You can delete standalone emails from the Emails table. Select the checkbox next to a single email or multiple emails and select Delete. In the modal that opens, confirm or cancel the deletion.

Note: If the checkbox next to an email can't be selected, then the email is part of a journey and can't be deleted.