In an Email template, what is the purpose of the 'Target' field?

Saving an email to your library is a great way to re-use your work. Setting a custom autoresponder for all of your forms, linking the autoresponders to your saved library enables you to manage your responses in one place.

In the Properties section of the saved email template is a 'Target' list. This is used for configuring where this email template will show up. Emails are always used in workflows. For those campaigns that have the workflow hidden, you can assume there is indeed a workflow behind the scenes. For those workflows that you do edit (autoresponders, campaign workflows, account workflows, etc), one of the key steps is the "Email to





Note:depending on which workflow editor context you are working in, some of these step types will not be available


When you create a new email for one of these workflow steps by clicking on the 'New Email' button





you are presented with the option to select a template of some sort.





The templates that show up in your 'Business Email Library' are a function of the type of action you are trying to create an email for.


Email to Prospect: These emails will be sent to the contact that triggers the workflow (form submit, phone call, etc). Those email templates that are tagged with a target 'Prospect' will show up as an option when creating emails for this action.



Email to Sales: These emails will be sent to an employee of your business, or to a list that is appropriately tagged as 'Sales' as a target. Those email templates that are tagged with a target 'Sales' will show up as an option when creating emails for this action.



Email to Marketer: These emails will be sent to an employee of your business, or to a list that is appropriately tagged as 'Marketing' as a target. Those email templates that are tagged with a target 'Marketing' will show up as an option when creating emails for this action.



Email to Sender: These emails will be sent to the person who is emailing ActiveDEMAND directly. Those email templates that are tagged with a target 'Sender' will show up as an option when creating emails for this action.

Updated on: 07/12/2022