Available in your Bananatag account today, we’ve made a change that improves the process for creating and managing employee emails and email templates.
The big news? We’ve introduced Email Drafts, to separate the tasks of creating emails you want to send, and creating email templates you want to save and use again. That means a more intuitive workflow and a simpler way to create, share and send your email designs.
You’ll see new options relating to drafts in your account, and you now have the option to create Email Drafts or Templates.
Use Email Drafts to create new emails
In the top menu, the Email Designer can now be accessed under Create, and has two separate tabs: Email Drafts and Templates:
Drafts can be created from a template or from scratch, and (once sent) are recorded under your sent emails in your Bananatag account.
Use Email Drafts when you want to create an email to send out:
Use Templates to save a master version of a design you want to use over again. Templates are preserved in your account and organized in folders, accessible from the Templates tab:
Current customers will not lose any of their previous saved templates — these are accessible along with your previous folder structure under Templates, as shown above.
View our video explaining the change and read on for the details or try it in your account today.
Why make this update?
The Email Drafts feature was driven by feedback from our own customers, and the update will be beneficial for every Internal Communicator using Bananatag.
By allowing users to create Email Drafts as well as Email Templates, Internal Communicators can:
- Create specific content for employee emails without impacting their templates
- More easily manage a large number of outgoing employee emails
- Assign admin privileges and lock standardized or “master” email templates.
- Assign read only access to users who only need to view and create one-off emails from locked templates.
Using email drafts to design and send employee emails
The process of designing emails will be familiar to existing users. What’s changed is that email creation now happens in the Create tab of your account, using Email Drafts:
You’ll notice after this update that you’ll start with no drafts in your account. This is because your existing email designs have been preserved as templates, and are accessible in the Templates tab.
To create a new email to send out, click New Email Draft.
Email Drafts allow you to view, edit and share all of the current drafts you’re working on. Drafts are still built in our drag-and-drop designer and sent through your email client.
When creating a new email draft, you can choose between different templates you’ve created before, templates from the Template Library, or design from scratch:
Once created, drafts will appear in the list of drafts in the Emails Drafts tab. Once sent through your email client, each draft will disappear from Email Drafts and will be recorded under your sent emails.
Creating employee email templates for your team
The process for creating email templates will be familiar to customers and follows the same process above, now in the Templates tab.
You’ll also notice we’ve added thumbnails for all of your templates, which make it easier to reference your designs:
Use the + NEW TEMPLATE button to create a new template you’d like to re-use. As with drafts, you can start designing from an existing template or from scratch.
Working efficiently across Email Drafts and Email Templates
Wherever possible, we’ve allowed for the features inside Email Drafts and Templates to complement each other and to provide an intuitive experience when managing your email designs.
When creating a draft, you’ll notice you have two options for saving:
The Save button will save the progress of your draft, and update it in the drafts list view.
The Save as Template button will create a template from the email design you’re currently editing and will now be accessible from the templates tab.
When viewing your Templates, you can also quickly edit them or create a draft to send from any existing template by hovering over the template and choosing ‘Create Draft’:
In addition to allowing for sharing between individuals or groups in your account, read or write permissions can be assigned by administrators. Read only access is useful for allowing users to update content in emails being drafted, without impacting templates.
As previously, folders containing email templates in the Templates tab can be similarly shared.
Sending your Email Drafts through Outlook
If you’ve previously had access to your email templates through our Outlook add-in, you’ll notice that the sidebar will now show Email Drafts instead of Templates:
Since now you use Email Drafts to send, the sidebar has been updated to allow you to insert any email from the list of drafts in your account.
Sending your Email Drafts through Gmail
If you've previously used our Gmail Extension to access and send your email templates, you'll notice that the extension now displays your current Email Drafts:
To create new emails to send out, open the Create tab in your account and click the New Email Draft button.