Reviewing, Editing and Approving Emails

How to easily edit, review and approve the marketing emails you send your customers... all from one place!

Contents:

1. Setting Up Marketing Emails: The Basics
2. Editing and Customizing Emails: Details
   
3. Editing and Customizing Emails: Design
   

Setting Up Marketing Emails: The Basics

1) Navigate to the "Email" tab under "Marketing Channels"

Here, you can preview and edit all email draft suggestions that SpotHopper has created for you.

2) On this page, you can also decide if an email should be sent automatically or if you would like to review and approve it first.

• At the top of the page, you can select, "Approve emails first" - this will prevent an email being sent without your approval. 

• To mark emails as “Active” (so that they get sent to your customers) click the green heart icon below the email that you would like to activate.

3) On the email preview page, you can make further adjustments by clicking on the editing pens on the right side of the email preview. 

Editing and Customizing Emails: Details

Clicking the pencil in the upper right corner will allow you to change or edit:

• Subject Line
• Sender Email
• Sender Name
• Scheduled date for sending

Note: The contact email provided at the bottom of the email defaults to the email you use to log in to your SpotHopper account.

If you want to assign a different email in the contact section:

1. Change sender email in the preview.
   This will update only that specific email.
   
   
2. Set the preferred email as the username for the account.
   Since you can't do this from your end, simply reach out to your dedicated support representative for assistance.
   1. After this is completed, all future scheduled newsletter emails will display the new contact email, but existing ones need to be updated manually. 

Editing and Customizing Emails: Design

Clicking on the pencil icons further down the email draft will allow you to edit each individual section.

• Want to replace the photo? Clicking on the associated pencil icon will open your photo album so that you can choose a replacement.
• Want to change the text or button link? Clicking the pencil icon will take you to the promotion details relative to the email.

Note: If you try to edit these features within the email, a promotions pop up will appear. Click "Proceed >" to make your edits in the "Promotions" tab.

4) By selecting the plus sign on your email drafts, you can create a custom section.

This ensures that you’re always sharing everything that’s important to your business (events, holidays, new menu items, big ticket revenue items like catering & parties) around the time that you’re scheduling the email.

TIP: Maximize each email versus sending multiple emails. 

There’s a number of different sections that you can add after selecting the plus sign. 

• Image + Text + Button
• Image + Button
• Image + Text
• Text + Button
• Image 
• Text
• Button