Use the Emails & SMS dashboard to find, organize, edit, reuse, or delete your Emails.
Go to Marketing > Emails & SMS to view the Emails you've created. You can use search and filters to find a particular Email or group related messages together.
While this dashboard contains both Emails and SMS, you can quickly differentiate them based on their thumbnail:
Emails will show an Envelope icon
SMS will show a Phone icon
Organize Emails with categories
Categories are custom labels you can use to group Emails by purpose or topic.
For example, you could create categories for:
Newsletters.
Promotions.
Product launches.
Event announcements.
To assign or manage a category:
Open a draft or scheduled Email.
Click the category label under the Email name.
Select an existing category or click Manage my categories to add or edit categories.
Click Done.
Note: Once an Email has been sent, you can't change its assigned category.
Filter Emails
Filter by Category
You can filter the dashboard by category to quickly find related Emails.
Filter by Status
An Email's status determines what you can do with it.
Draft: Hasn't been scheduled or sent yet. You can open a draft to continue editing it or delete it if you no longer need it.
Scheduled: Is set to be sent at a future date and time. Before they are sent, you can edit or delete scheduled emails or return them to Draft status.
Sent: Has already been sent. You can view them, but you can't edit or delete them. The category assigned to an Email can no longer be changed after it has been sent.
Use the Status filter to easily find previous drafts or scheduled emails. If you want to reuse a sent Email, you can clone it to create a new draft.
Filter by Campaign
If you've added Emails to a Kartra campaign, you can also use campaigns to find related messages.
For example, filtering by campaign can help you review the Emails associated with a particular launch or marketing initiative.
To filter by campaign:
Open Advanced Filters.
Select the campaign you want to view.
Clone an Email
Cloning creates a new draft based on an existing Email. This is useful when you want to reuse a previous message, design, or configuration without rebuilding it from scratch.
To clone an Email:
Go to Marketing > Emails & SMS.
Find the Email you want to clone.
Click the three dots menu on the Email.
Select Clone.
The cloned Email appears in the dashboard as a new draft. Open the clone to update its content and settings before sending it.
You can also clone a sent Email even though the original can no longer be edited.