Set the Publish Status for an Email Record
Each active email record has a publish status to help manage emails that are used in customer journeys. The default publish status for all email records is Draft. You can send emails that are in Draft status manually from Unite. If you want to use an email record in a customer journey, you must set the publish status to Live. If you want to unpublish an email record so that Unite does not send the email message in a customer journey, you can set the publish status to Stopped. The steps to set the publish status differ depending on whether you want to publish or unpublish the email record.
To publish an email record
-
Open a browser and log on to Unite.
-
On the main menu, click JOURNEYS.
-
On the navigation pane, click Marketing emails.
-
In the Name column, click the name of the email record you want to modify.
Note |
|---|
| You may need to sort, filter, or search to find the record you want to open. |
Note |
|---|
| The Status reason column shows the publish status for the email record. You can publish email records that have the Draft or Stopped publish status. |
-
Perform content and accessibility checks as needed.
-
On the command bar, click
.
Note |
|---|
| It may take several seconds for Unite to publish the email record. Once complete, the Status reason changes to Live. |
- On the command bar, click
to
close the record.
To unpublish an email record
-
Open a browser and log on to Unite.
-
On the main menu, click JOURNEYS.
-
On the navigation pane, click Marketing emails.
-
In the Name column, click the name of the email record.
Note |
|---|
| You may need to sort, filter, or search to find the record you want to open. |
Note |
|---|
| If you stop an email, users are not able to select the existing record when manually sending an email from Unite. |
- On the command bar, click
.
Note |
|---|
| It may take several seconds for Unite to unpublish the email record. Once complete, the Status reason changes to Stopped. |
- On the command bar, click
to
close the record.