Admin Emails Management — Product Tour

Full walkthrough

1. Market → Emails opens View Email Templates, the admin library of every co-branded email template. Emails sit alongside Social, Microsites, Events and the Campaign Library, and a template can run as a single-touch tactic, an event reminder or a step in a multi-touch drip. Every template belongs to a campaign, which sets its reach and how it reaches partners.
2. Add creates a template, Sort Order opens a drag-and-drop panel to reorder the whole list, Sort By orders it by name or modified date, Search finds a template and Filter opens the filter pane. The List View and Thumb View icons switch layouts. Press Next and we'll open Filter.
3. Filter by Campaign Name, Execution Type (Single Touch or Multi Touch) and Tools, the associated marketing tactic. Apply refreshes the list, Save Filter stores the setup under a name you enter, and Clear resets it. Filtering by Execution Type is the quick way to audit which templates feed multi-touch flows.
4. Each row shows the thumbnail, name, campaign and description, with Edit, Set-Up, Visibility Configuration and Delete. Press Next and we'll add a template.
5. Email Template Information holds the whole record. Name the template after its tactic and campaign, then pick the Campaign from the View Campaigns popup — required, since a template must belong to a campaign to run. Associated Tactic (Email or Event) decides which Launch button on the campaign's interstitial page offers it. Browse adds a Thumbnail Image, and UI/UX Package has Select and Clear. Press Next and we'll save the template.
6. View an Email Template leads with Edit, then Set-Up, Visibility Configuration, Send Test, Delete and Manage Content, which opens the Drag & Drop CMS Editor for the email body.
7. Email Information shows the template's fields — including Campaign, Associated Tactic and UI/UX Package — and Email Preview renders the current design. Once the content is saved, the template is ready for single-touch launches and multi-touch flows. Press Next and we'll open Visibility Configuration.
8. Visibility Configuration decides which partners can co-brand the template. Select All checks every country — unchecking one clears it — and Languages works the same way. Assign to gives access to a user or a group, here Gold Partners, and the Assignment History lists Action, Assigned To, Assignment Type, Access and Assigned By. Press Next and we'll Save and Close, then open Manage Content.
9. The sidebar holds the email building blocks: section layouts (1, 1/2, 1/3 and 3/7), Grid, Button, Divider, Text, Text Section, Image, Quote, Link, Link Block, Glyph and List Item. Drag them onto the canvas to build the layout.
10. Dotted borders mark the editable zones partners can co-brand. Hovering a zone turns it grey and clicking opens the CK Editor toolbar for font, size, color, alignment, bold, italic and links. The footer's LinkedIn and Facebook connectors edit the same way, so you can point them at the right social pages.
11. Hash codes personalize every send: ####Name####, ####Email_Address####, ####MainPhone#### and ####Country#### fill in partner data, and ####OEM_LOGO#### and ####LOGO#### place the vendor and partner logos. Click Source to edit the HTML, insert the code, and click Source again to return. They work the same in single-touch and multi-touch sends. Press Next and we'll save the design and launch the template from its campaign.
12. View Campaigns lists every campaign with its Execution Type. Wireless Widget BYOD is a Single Touch campaign. Press Next and we'll press Get Started.
13. The Campaign Interstitial Page shows each tactic with a count badge and its Set-Up and Launch buttons. Press Next and we'll launch the Email tactic.
14. Launch Email Campaign runs in five numbered sections. Campaign Details fills in Country, Language, Campaign Type and Campaign name from the campaign. Edit Details opens this panel for Name Your Email, Insert the Subject Line, From Name and Sender Email Address. Press Next and we'll save them.
15. Provide Details of Your Email now shows the saved details. Customize Email Template has Select Template, here the Spring Promo template, and Customize Template, which opens the inline editor with the editable areas in dotted lines.
16. Select Recipients picks a saved mailing list by List Name, Module Name and No of Recipients, or Create New List builds one; Send Test Email sends a test first. Send Email offers Schedule Time to set the date, time and time zone, Schedule Email, Launch Email and Save as Draft. Press Next and we'll launch the email.
17. Each send action confirms with a message and a Go To Prospects button.
18. Multi-touch drips are the most advanced way to send emails. Open a Multi Touch campaign — here Server Widget FlexiTouch — and Manage Multi-Touch in its action bar lists the campaign's flows. Press Next and we'll add one.
19. Give the flow a Multi-Touch Name and Description, then build it from this sidebar: Initialize (Assign List), Actions (Email, Email → Event, Email → Microsite, Wait) and Conditions (Email Clicked, Email Opened). Press Next and we'll build a nurture flow.
20. Assign List sets the recipients and Email sends the first touch. Email Clicked branches the flow: YES sends an Email → Microsite to drive clickers deeper, NO waits 3 days, 9 hours and 0 minutes — set in the Wait's Set Up — then sends a reminder. Use Email → Event instead for event flows. New nodes stay grey until each Set Up is done. Press Next and we'll set up the first Email.
21. Set Up opens Provide Email Details — Name Your Email, Insert the Subject Line, From Name and Sender Email Address — then Select Email Template picks from the library, and Save Email completes the node.
22. With every node set up, the nodes turn colored and Save stores the flow. A flow saved with any Set Up left open shows partners Draft and preview only; a complete one shows Ready to Copy and can run. Finally, apply Visibility Configuration to assign it to partner groups. That's Emails Management: templates, visibility, the CMS Editor and hash codes, single-touch launch and multi-touch flows.

Questions about this tour

What does the ZINFI Admin Emails Management product tour cover?

The Admin Emails Management tour walks through the module screen by screen in 22 guided steps. Admin-side walkthrough of partner email — browsing and filtering email templates, creating one, visibility, the Drag & Drop CMS Editor with hash codes, single-touch launch from the campaign interstitial, and multi-touch drip flows.

Which platform and pillar does Admin Emails Management belong to?

Admin Emails Management is part of the ZINFI Unified Partner Management (UPM) platform, under the Market pillar.

How long does the ZINFI Admin Emails Management tour take?

About 7 minutes at a normal pace — 22 guided steps through the Admin Emails Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Market pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the Admin Emails Management tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.