Email Drafts

If you are working on sending an email (either to an individual or a bulk email), you have the option to save the email as a draft and come back to it later. You can view an email draft, edit an email draft, delete the email draft, and send the email draft.

NOTE: All emails that you have started but not sent (cancelled) will be saved as a draft. Only the person who creates a draft will be able to see it; drafts are not visible to other staff.

Microlearning Overview

Step-by-Step Instructions

Save an email as a Draft

1. When in the Send Email window, click the Save Draft button at the bottom to save your email as a draft. This will save the email as a draft and it will be available to select in the “Drafts” dropdown of the Send Email window.
   

View an email draft

1. After you have created an email and clicked Save Draft, go to Marketing & Communication, Communication section, click All Email Drafts to view your drafts. 

   

2. You can edit or delete the Email Draft on the All Email Drafts page. Additionally, by clicking the subject of the draft, the Send Email screen will be displayed, and you can send the email.

Edit an email draft

1. Find the draft you wish to edit and click the pencil icon to the far right to edit the draft.
   
2. The Send Email window will open and you can continue working on your draft.

Delete an email draft

1. If you decide to not send the draft, click the “X” at the far right to delete it.
   

Send an email draft

1. If you wish to send a draft email, you can select it from the Drafts list on any Send Email screen.
   
2. You can also view or edit an email draft by going to All Email Drafts and selecting the Edit button on the far right:
   
3. Once your Email Draft is open, you may make any changes (if needed); just like a regular email, you can schedule it to be sent later, or you can send it immediately by scrolling down to the bottom of the Edit Send Email window and clicking Send.