When you use our Basic Email builder/editor, you can create and edit emails using one of our pre-made layouts.

1. Click Follow-Up
2. From the left menu, select any HRA for which you’d like to review your Calls to Action and Emails.

3. Select any Risk Level.

4. Select +New Email then Create New Basic Email.

First, we’ll ask you to provide some basic information about the email you’re creating, such as Name, Subject Line and Sender Info.

Next, you’ll select the Layout (or template) you’d like to apply to your email. Once you’ve chosen a layout, select Next.

On the Content page, you can add your email content using our template editor. Whether you’d like to schedule it for delivery or save as a draft, click Next when you’re ready to move on to Scheduling.
Note: when adding URLs, make sure to add https:// or https:// before the main link.

From Scheduling you can control your email delivery. You have the options of Don’t schedule right now, Immediately, and Relative to the completion of this HRA. If you choose Immediately, your email will be sent immediately when a user completes an HRA.

If you choose Relative to the completion of this HRA the email will be sent within a specified time period after a user completes an HRA.

If you choose Don’t schedule right now the email will be saved to your Drafts and may be edited or scheduled at any time in the future.

Whether you’ve selected to schedule an Email or not to schedule right now, click Next to finish.

After you’ve scheduled, you can Preview and Edit your Emails from Collections.