Add an Email Record to Unite

• PDF Version

When you add an email record to Unite, you and others can select the record as a starting point when sending email communications. You can also publish the record for use in a customer journey. Unite provides analytics for all emails once they are sent.

To add an email record

1. Open a browser and log on to Unite.

2. On the main menu, click JOURNEYS.

3. On the navigation pane, click Marketing emails.

4. Click .

Note
If there is a similar email in Unite, you can open an email and use the Save As option to add a new email record with your updates.

5. If you want to start with a template, click the layout and then click .
   Otherwise, click .

Note
You can start with a system template or a custom template added by a Unite user from your school.

6. Enter a unique name for the email record.

Note
Unite assigns a default name to new email records. Click the default name to enter a name that helps identify the email in searches, on grids, and in customer journeys.

7. Verify you are on the Design tab.

8. Click the email header.

Note
The email header includes the subject of the email message along with other general settings.

9. Specify email header settings.

Note
Settings for the email header are organized into four sections, three of which you can collapse and expand as needed.

Note
If you are running multiple instances of Unite, confirm the default School Id is correct for the email record you want to add.

10. Design the email message.

11. Perform email checks.

Note
You can check for errors, check for accessibility, and check the spam risk level. Emails must pass the error check before you can publish and use in a customer journey.

12. Click .

13. If you want to include the email record in a customer journey, click . Otherwise skip this step.

14. Click to close the record.

Job Aid 5592