Create and edit email drafts

The option to create Drafts within the CRM provides you with the flexibility to work on emails at your own pace.

You can start drafting an email, save it as a draft, and come back to it later to make any necessary edits or additions before sending it out.

This functionality is particularly useful when you need to compose complex or detailed messages that require careful consideration.

Create an Email Draft

1
Once you are connected to either of our two options for the Email syncOpen a new email.
2
Add one or more of the following options to your email:

  • Email address
  • Email Subject
  • Email content, such as text, pictures, attachments, email templates etc.
  • Cc email address
  • Bcc email address
  • The email draft will be saved automatically when you stop typing.

    Draft saved automatically

    You can also manually save an email as a draft by clicking on Save at the top of the email pop-up window.

    Manually save draft

    Where to find Email Drafts

    Email drafts can be found on the Contact Page or the Email Page.

    Contact Page

    Open the contact → scroll down, below the Next Action.

    Saved drafts on the Contact Page

    Bulk emails are only accessible on the Email Page.

    Email Page

    Go to the Email Page → click on the Drafts folder in the side menu on the left-hand side.

    Drafts on Email Page

    Notes:

    • Drafted emails can also be filtered by team members on the Email Page.
    • Email drafts are visible to all Users within your CRM that have access to the Email Page.
      • Focused Users will only be able to see email drafts for contacts owned by them.

    Edit an Email Draft

    1
    Email drafts can be edited either on the Contact Page or the Email Page.

    Contact Page

    Open the contact → scroll down, below the Next Action → click on Edit.

    Drafts on the Contact page

    Email Page

    Go to the Email Page → click on the Drafts folder in the left-hand side menu → click on the saved email draft.

    Email page drafts edit

    2
    Make any edits as needed or add an email template in the email pop-up window.
    3
    You can now save the email draft again for later by closing the pop-up window or send the email.

    Send email draft

    Users can only edit their own drafts.

    Delete Email Drafts

    Email drafts can be deleted on the Contact Page or the Email Page.

    Contact Page

    Open the contact → scroll down, below the Next Action → click on Discard.

    Discard email draft

    Email Page

    1
    Go to the Email Page → click on the Drafts folder in the left-hand side menu.

    Email drafts menu

    2
    Email drafts can be deleted individually or in bulk.
  • To delete drafted emails individually hover over the draft with your cursor → click on the bin icon.
  • Delete single draft in the Drafts tab

  • To delete drafted email in bulk, select the appropriate drafts using the bulk selector or individual drafts by selecting the checkbox beside them.
  • Delete multiple drafts in the Drafts tab

    When you delete a User from your account, all the contacts assigned to another user that have email drafts will have the drafts editable by the new Contact Owner.

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