Overview
Drafts are where every email starts life. Before you can design, personalise, or send anything, you need a draft template sitting inside your Application — and that's what this guide walks you through.
Adding a draft is quick. You give it a name, choose what kind of editor you want to build in, and pick the channel. From there, you'll open the draft to fill in the bits that tell CX Platform how the email should look and behave when it goes out — things like the From name, the subject line, and whether to BCC a copy to your archive inbox.
The first time you add a draft to a brand-new Application, you'll see a few extra settings to configure. Don't worry — once they're set, subsequent drafts in the same Application will use the same defaults, so you won't need to repeat yourself.
Before you start
You'll need an Application already set up, with your data fields configured. If you haven't done that yet, head to the Create a new Application guide first.
Open the Templates section
Drafts live inside the Templates tab of your Application. Here's how to get there.
- In the secondary navigation menu, click Applications to view a list of all available Applications.
- Double click on the auto-highlighted Application or click on the Settings icon on the right hand side of the list view to open it.
- Click the Templates tab in the Application settings.
You'll land on the Drafts view — this is where any drafts in progress show up, and where you'll add new ones.
Add a new draft
- On the Drafts page, click Add new to open the new draft settings.
- Enter a Name for your draft. Something descriptive helps later — e.g. "Welcome email v1" or "Monthly statement notification".
- Select a Type from the dropdown. Simple - Visual Email/HTML designer is the default and suits most use cases.
- Under Channels, tick Email. (You can tick SMS as well if your draft needs an SMS counterpart.)
- Click Add to create the draft.
Your new draft will appear in the Drafts list, ready to be opened and built out.