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A draft is an email ready to send. You create it from a template, optionally edit the content, set custom variables, then choose recipients and send.

Create a draft

  1. Go to EmailsDrafts and click Create draft (or New draft).
  2. Select a template. The draft is pre-filled with that template’s subject and body.
  3. Give the draft a name (e.g. “March newsletter send”).
  4. Optionally edit the subject or body (changes apply only to this draft, not the template).
  5. Set custom variables (if the template uses them): e.g. event_date = “March 15”, link_url = “https://…”. These override the placeholders when sending. See Variables.
  6. Save. The draft is ready to send.
Use custom variables for one-off values (e.g. event date, specific link) so you do not edit the template every time.

Edit a draft

  • Open the draft from Drafts, change subject, body, or custom variables, and save. Until you send, you can keep editing. After sending, the draft remains for history; you can duplicate it to create a new draft from the same content if the UI allows.

Send from a draft

  • Open the draft and click Send (or Send email). Then choose recipients (e.g. a group, all members, or a custom list) and confirm. See Sending.